1-on-1 Coaching
1-on-1 Coaching
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📊 Do you want a strategy that really suits you?
1:1 Coaching is a personal trajectory in which we develop your investment plan together — tailored to your level of knowledge, goals and profile. In a series of one-on-one sessions, you will gain clarity, structure and direction in your investment choices. We analyze your current approach, build a concrete plan and ensure that you know where you stand and where you are going.
You buy the desired number of sessions in advance (3, 6 or 9) and plan them flexibly in consultation - when you are ready for it. No rush, just growth.
- 3 sessions → compact basis with targeted strategy
- 6 sessions → more room for reflection, adjustment and extra support
- 9 sessions → full guidance with continuous follow-up and optimization
Whether you want to start, restructure or deepen — you set the pace, we guide you along the way.
Product description
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1-on-1 Strategy Discussions
Sessions in which we analyze, structure and make plans together with your situation.
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Customised investment plan
You will receive a personal investment plan via our templates
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Personal recommendations
You will receive advice about assets, learning path, entry points and next steps that really suit you.
📋 What's included?
| ✔️ Included | What does it entail? |
|---|---|
| ✅ Intake form | About your level of knowledge, goals, experience and current assets |
| ✅ 3, 6 or 9 sessions | Video call – 30 minutes – can be scheduled in consultation |
| ✅ Personal analysis | View, improve or build portfolio together |
| ✅ Customized investment plan | Via a clear Notion template or manual PDF layout |
| ✅ Concrete recommendations | What knowledge is still missing, which assets suit you, where to start or phase out |
| ✅ Interim support | Questions via DM, email or app – up to 1 month after your last session |