Services / Financial planning
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Financial planning
One plan for your business and private finances: what you want to achieve, what it takes, and what you can already arrange today.
As an entrepreneur, your company is often your biggest asset and your pension at the same time. Financial planning connects the two, so you know where you stand and which choices bring you closer to your goals.
What we look at
Goals and timeline
Where do you want to be in five, ten or twenty years? We translate your ambitions into concrete financial goals.
Income and cash flow
What you need to live on, what your company can pay out, and when.
Wealth and assets
A complete overview of what you own, from your company and real estate to savings and investments, and how it is taxed.
Retirement
When can you stop, and what will you live on? Including the role your own BV can play.
Selling or transferring your company
What a sale or handover means for your personal finances, and how to prepare for it.
Risks
Disability, death or divorce: what happens to you, your family and your company?
Frequently asked questions
Who is financial planning for?
For entrepreneurs, directors-shareholders and their families who want a clear view of their finances, now and later.
What does the result look like?
A written plan with your goals, the numbers behind them and concrete actions. We review it with you regularly.
Do my accountant and other advisers stay involved?
Yes. We work alongside your accountant, notary and other advisers, or with our colleagues within Wey & Fields Group.
Often combined with
Let's map your way up.
A first conversation is free of obligation and gives you a clear picture of where you stand.