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Pré-visualização — FIN V2. A versão em produção continua em fin.patricksoares.ch.
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Financial Analysis — leave with decisions and a plan

A decision-oriented session: we understand your situation, put the numbers on paper, map out 2–3 possible paths, and finish with a simple plan for what to do next (and what to avoid).
Book / request a proposal I have a question
Focus on decisions
Final checklist
Options compared
What we do for you
Clarity, options and practical next steps.
Without complicating things
  • Quick assessment da situação atual e dos objetivos.
  • Simple explanation de riscos/custos e alternativas.
  • Checklist do que fazer a seguir (e o que evitar).
  • If it makes sense, ongoing support in the portal (an organised process).
Goal:reduce stress and increase control. It’s not a “generic chat” — it’s a practical session with numbers and options.
Paths
2–3 realistic options to choose from.
Goal
A plan aligned with your timeframe.
Action
Clear next steps.
How it works (3 steps)
Quick preparation → practical session → final plan.
1
Preparation
Send 2–3 key facts before the session (to get straight to the point).
2
Session
We work through options and decisions with numbers (no vague talk).
3
Plan
You receive next steps and, if needed, ongoing support.
To move faster, please send
  • Main goal (1 sentence).
  • 2–3 key figures (income, debt, savings).
  • Desired timeframe (e.g. 6 months, 2 years).
  • Specific questions you want to resolve.
FAQ
Does this replace tax/legal advice?
No. When needed, I refer you to the right professional.
Can I do this online?
Yes, we usually do it online and it’s logged in the process (organised in the portal).
Can I bring my partner?
Yes. In many cases it makes sense, since the budget/decision is a joint one.
How do I pay?
We agree on the method case by case; what matters is agreeing before we start.
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Financial analysis No obligation
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