MAKE YOUR
FINANCIAL
GOALS REAL
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Personalised advice to help you make a plan and start to build wealth.
Let's meet
Find out how we will help you in your free introductory meeting.
We are enthusiastic to know more about you!
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Free Time: 30'
Start to build a better financial life
Your dedicated financial professional will help you manage, protect and grow your financial life.
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Price: 250 lei. Time: 75'
How does it work?
Schedule a meeting
at a date convenient for you, using our secure, online calendar system.
Plan your meeting
We'll follow-up with an email with a link for the Zoom meeting and a list of items to prepare in advance.
Talk to your Advisor
On your meeting, your advisor will provide tailored guidance based on your goals and your situation .