An evaluation of your financial situation in the various phases of your life going forward not only requires comprehensive background knowledge of your future needs but also a general understanding of all processes and the interplay between individual key influencing factors.
Range of services
This is why Julius Baer adopts a multi-stage approach to financial planning that includes the following elements:
- Analysis of all financial and non-financial assets and liabilities
- Analysis of income and expenditure
- Analysis of pension and insurance situation
- Defining personal and financial goals and needs
- Developing a personal strategy and suitable measures in connection with implementing it
- Implementation of all necessary measures
- Continual monitoring of personal goal attainment