Essential

A focused financial check-up with the most important priorities and a practical action plan.

Request an analysis Transparent priceCHF 490.00

Personal, structured and transparent Support available in five languages TWINT, transfer or QR invoice after approval

What is included

Personal review of your situation and objectives

Assessment of the relevant documents and information

Clear recommendations, priorities and next steps

Digital follow-up through your secure client portal

Choose the service and create your client account.

Describe your situation and send the request for review.

Our team confirms the scope and requests any missing documents.

After approval and payment, the service is processed and tracked online.

The exact checklist depends on your situation. After the initial review, the portal will show the documents required for your case.

Soares Consulting

Send your situation first. Our team reviews whether this service is suitable before requesting payment.

Transparent priceCHF 490.00 Request analysis