MEDIATOR

PERSONAL FINANCE ADVISOR

Personal Finance Advisor
PERSONAL FINANCE ADVISOR

SERVICES

  • Consultation on a separate financial case

 

  • Personal and Family Overall Assessment of Financial Status

 

  • Defining financial priorities, tailored to real opportunities and needs

 

  • Short-term and long-term financial plan

 

CHARACTERISTICS OF ACTIVITY

  • Confidentiality and good faith

 

  • Defending the interests of the client

 

  • Opportunity for long-term cooperation

 

MAIN PRINCIPLE

  • Setting and pursuing feasible goals

 

PRICES

  • Consultation - BGN 50 per hour

 

  • Preparation of financial plan - negotiable

 

  • Determination of package price for long-term cooperation

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