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Financial plan

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/ I will analyze your current financial situation and create a plan to help you achieve financial independence and your desired material goals

Development of a Personal Financial Plan

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@FINEXPERTcz

A financial plan is a comprehensive document that...

[01] What is it, and why is it important?

Reflects your current financial situation

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Income & Expenses

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Savings

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Loans

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Assets

[01]

Cost of the Financial Plan

4,000 CZK

[03]

Steps and recommendations on the financial tools required to achieve your goals

Includes

[02]

Helps Formulate Goals

It will assist you in defining both short-term and long-term financial, asset, and personal goals

[02] Have questions you'd like to discuss?

Your first 15−20 minute consultation is free!
During this session we’ll clarify your needs & determine the preferred working format.

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Service Process & Outcome

Creating a financial plan typically requires at least two meetings, each lasting approximately 2 hours

The plan includes

[04] Detailed Breakdown

Investments and Rent Savings Plan

Retirement is something we all face, and everyone wants to have accumulated capital that generates passive income to maintain a comfortable standard of living. I will create an investment plan tailored to help you achieve financial independence.

[01]

Plan for Real Estate Purchase

Whether you’re purchasing property for personal use or as an investment, you will receive the necessary calculations and guidance on how to leverage a mortgage effectively, enabling you to achieve your goals at lower costs.

[02]

Risk Protection

Recommendations for insurance products that will safeguard you in case of unforeseen life events or health issues. This will give you the confidence to pursue your financial goals with assurance.

[03]

Stage 3

I will present the financial plan I have prepared. It will help you establish a solid personal financial system and provide a clear roadmap for achieving your goals and financial independence.

Second Meeting

Stage 2

Between meetings, I will thoroughly analyze the information gathered and create a financial plan, which will be approximately 50−60 pages long (including charts, calculations, and recommendations for financial products).

Creating the Financial Plan

Stage 1

I will introduce myself in more detail and explain how I can assist you. We will discuss your current financial situation: income, expenses, assets, liabilities, savings, and existing financial and investment products. Together, we will align your goals and aspirations.

First Meeting

[03] How will it work?

What My Clients Say About Me

[05] The Key to Success: Reputation & Satisfied Clients

@FINEXPERTcz

[01 – 02]

Financial Plan

We would like to thank our financial adviser Vitaly. Together, we reviewed our financial situation and decided to take out a mortgage. Vitaly supported us at every stage, helping us assess risks and communicating with the bank to clarify legal details. We were able to secure a mortgage at a reasonable interest rate, which made us very happy.
Vitaly also helped us choose insurance plans, including a beneficial life insurance policy and travel insurance. He always found time for us, explaining things we didn't understand. Thanks to his professionalism, financial matters became clearer and no longer caused us worry.
We are very grateful for his work and support.

Pavel & Ekaterina

Financial Plan

[02 – 02]

Together with Vitaly, we developed a financial plan for our family and finally decided to start investing. It was an incredibly productive collaboration. Vitaly is great at explaining complex financial concepts in simple and understandable terms. He patiently and thoughtfully answered all our questions as novice investors. A key feature of our work together was that Vitaly is focused on long-term cooperation, not just a one-time consultation. I expect that we will also discuss our new financial goals with Vitaly.

Danila & Marina

Faq

A financial plan is extremely valuable for clients who are just starting their professional careers. It provides the necessary information about personal finances and helps you develop the skills to manage your money effectively from the beginning, preventing unnecessary mistakes. Most importantly, this approach will help you reach your financial goals more quickly.

Contact Information

Have questions? Feel free to ask!
I’ll be happy to assist you.

*by prior arrangement, meetings or consultations can be scheduled outside regular working hours

Call // Message

+420 (736) 51 36 36

vitalij.vorobjov@4fin.cz

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Working Hours

Mon – Fri: 08:00 – 18:00
Sat: 10:00 – 16:00
Sun: Closed

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