The Financialoscopy® explores your financial life thoroughly.
Let's be clear on what we don't do at Bertrang Financial. We don't produce stacks of slick sales material of impractical and confusing reports that may look really impressive; but go unused, collecting dust.
If you want that kind of stuff, we're not for you.
This is what you can expect during a 'free' preview meeting to learn about the Financialoscopy®
- We will ask questions and you will ask questions.
- We will have a discussion about your life to find out where you are, right now.
- We will determine together, whether our values, ethics and morals are aligned.
- We will have a conversation about money, work and play.
- We will discuss cost.
- Then by the end of our meeting, you will decide whether to work with us and likewise, we will decide whether to work with you. Together, we will agree on a partnership.
If you are ready to consider becoming a Financialoscopy® client of Bertrang Financial, begin by completing the client application below - It's that simple.
Let's prepare for your free preview visit.