Starter
Basic Guidance Plan
CHF 75.00
Essential support for your planning journey.
Initial consultation
Personalized action plan
Resource materials
Follow-up email support
Start Planning
Pricing Options for Seniors
Affordable pricing for peace of mind.
Comprehensive retirement financial planning.
Expert estate planning and management.
Health care and long-term care planning services.
Affordable Options
Tailored Plans for Your Needs
Choose the right plan for your senior life planning
Expert advisors with senior experience
Tailored solutions for individual needs
Ongoing support and resources
Popular
Most Popular
Comprehensive Planning Package
CHF 150.00
In-depth support for complete peace of mind.
All Starter plan features
Extended consultation time
Family involvement session
Ongoing email support
Premium
Full-Service Planning Solution
CHF 250.00
Holistic approach for complete life planning.
All Popular plan features
Dedicated planner access
Quarterly review meetings
Customized resources
Affordable Options
Tailored Plans for Your Needs
Choose the right plan for your senior life planning
Basic Guidance Plan
Expert advisors with senior experience
Comprehensive Planning Package
Full-Service Planning Solution
Price
CHF 75.00
CHF 150.00
CHF 250.00
Billing
per visit
per visit
per visit
Highlights
Initial consultation
All Starter plan features
All Popular plan features
Best for
Essential support for your planning journey.
In-depth support for complete peace of mind.
Holistic approach for complete life planning.
Expert advisors with senior experience
Tailored solutions for individual needs
Affordable Plans
Frequently Asked Questions
Your questions answered.
Transparent pricing with no hidden fees.
Flexible payment options available.
Initial consultations are obligation-free.
Our services are designed to fit various budgets while ensuring comprehensive support.
We offer flexible payment options to make planning accessible for everyone.
You can start with a consultation to understand your needs without any commitment.
All fees are transparent, with no hidden costs, ensuring peace of mind.
Discover how our pricing works and how we can support your senior planning needs.