Check-up
– Finance Training –
Discover what you really have in your binder and finally understand your contracts
Check-up
You already did something for your future and financial safety, but that was quite a while ago. Now you’ve forgotten almost everything your advisor told you when you signed those contracts and a part of you has always been wondering whether you made the right choice.
If you finally want to know where you’re at, this consultation is the right fit for you. Together we will comb through your contracts and give you an easy to understand explaination of each and every one of them. After this session you will be up-to-date and know exactly where to make adjustments (and how).
What is this consultation about?
We will comb through your contracts and bring light to the darkness
We will check whether your contracts still serve your needs or need to be adjusted
We will check for gaps and work on ways how to close them
You will get our best tipps and tricks on how to proceed
1 session (60 to 90 mins)
detailed analysis of your contracts
cross-check with your current situation and future goals
discovering areas of improvement
best practice tips and tricks on how to proceed
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Your expert
Hello! My name is Verena Metzler. I am the Head Financial Expert at FrauFUTURE. For the past 8 years, I have been educating women on improving their financial skills. I am licensed as a Tied Insurance Agent with ERGO, one of Germany’s largest and most trusted Insurance Companies, allowing me to advise you on your pension and certain insurances. I also passed the test for Financial Investment Specialist with the German Association of Chambers of Industry and Commerce (IHK) in November 2023
Together with Yvonne Bäldle-Agboton, I founded FrauFUTURE. Women of all ages and origins, women with smaller and bigger dreams, women with debts or without, women in life crisis and those on top of their career have come to our office. What they all have in common: the desire to finally start to take their financial future in their own hands.
Get your binder chaos in order!