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Your advantages
Free of charge
Our financial analysis is free of charge and non-binding for you. But how can that be? Our financial analysis is always the first step with new customers because it shows us what we can do for you. Only you decide whether this insight becomes a business.
Financial clarity
Our financial analysis creates financial clarity. It helps you better understand your income, expenses and long-term goals. With these insights, you can make informed decisions and chart a clear path to financial stability.
Spending optimization
In our financial analysis we show you where and how you spend your money. This creates clarity about your situation and offers room for optimization. We give you a strategy to support you.
Our way of working
We advise online or, if desired, in person.
It is important to correctly understand your individual situation in order to create a tailored concept for your own wishes and goals.
1. Analysis of your financial situation
The first step in all financial matters is analyzing your current situation. This includes reviewing your income, expenses, debts, assets, and personal desires and goals. This all happens during our free initial appointment.
2. Planning your concept
After we have collected all of your information, we will step back and develop a plan tailored to you based on your own interests and needs.
3. Presentation and implementation
Next, we will present you with your individual plan. We will answer all your possible questions and optimize the concept holistically according to your wishes. If everything is right, we will implement this plan together so that you can achieve your financial goals.
Plans change
Of course, we are always at your side if your life or ideas change. Urban & Team is committed to a holistic financial concept that will accompany you throughout your life.
At your request, we will maintain regular contact with you so that your finances are taken care of and you can get through life without any worries.
A majority of the population craves a clear overview of their finances - and that's exactly what we offer.
In a short, 30-minute session, we'll show you in detail how your money flows and how you can spend more efficiently.
At Urban & Team, we do everything we can to help our customers realize their financial wishes and goals, and our focus is always on your individual needs.
Arrange your free analysis appointment today and see for yourself how we can help you.
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