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*Enter code NOV10 at checkout and get 10% off your first 6-months monthly membership, or 10% off an entire annual plan. Ends 30th November.
Essentials
For those needing essential financial guidance to keep them on the right track to their goals.
Financial Roadmap - Essentials
- Risk Assessment and Evaluation
- Personal Goal Navigator
1x credit a month to Ask the Experts
Review meeting every year
Latest content from the Knowledge Hub Library
Full Finance 101 database
Financial tools and calculators
Invitation to members-only virtual events
Visionary
For those needing to develop and have support executing a hollistic plan for a more secure financial future.
Everything in Essentials plus:
Financial Roadmap - Visionary
- Retirement planning strategy
- Personal budget analysis
- Professional cashflow modelling
3x credits a month to Ask the Experts
Review meeting every 6 months
Access entire Learning Hub database
Content Database search
Investor
For those needing more sophisticated support, including in investments or safeguarding of assets.
Everything in Visionary plus:
Financial Roadmap - Investor
- Estate, protection and insurance planning
- Independent investment portfolio review
- Investment strategy and asset allocation models
Your own dedicated Finance HQ Guide, whenever you need them
Review meeting every 4 months - option for 1 in-person meeting
Enterprise
Interested in memberships for your staff? Finance HQ offers a unique employee benefit for your teams.
Email: info@financehq.ch
Essentials
For those needing essential financial guidance to keep them on the right track to their goals.
Financial Roadmap - Essentials
- Risk Assessment and Evaluation
- Personal Goal Navigator
1x credit a month to Ask the Experts
Review meeting every year
Latest content from the Knowledge Hub Library
Full Finance 101 database
Financial tools and calculators
Invitation to members-only virtual events
Visionary
For those needing to develop and have support executing a hollistic plan for a more secure financial future.
Everything in Essentials plus:
Financial Roadmap - Visionary
- Retirement planning strategy
- Personal budget analysis
- Professional cashflow modelling
3x credits a month to Ask the Experts
Review meeting every 6 months
Access entire Learning Hub database
Content Database search
Investor
For those needing more sophisticated support, including in investments or safeguarding of assets.
Everything in Visionary plus:
Financial Roadmap - Investor
- Estate, protection and insurance planning
- Independent investment portfolio review
- Investment strategy and asset allocation models
Your own dedicated Finance HQ Guide, whenever you need them
Review meeting every 4 months - option for 1 in-person meeting
Enterprise
Interested in memberships for your staff? Our plans offer a unique employee benefit for your teams.
Email: info@financehq.ch