About Me
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The Independista Way: Step by Step to Financial Independence
Our program is structured so that you learn all the basics and deepen them in the right order. It begins with a non-binding introductory meeting in which we discuss your goals, questions and expectations. This meeting forms the basis for your entry into the Independista path.
The three course levels – A clear path to financial freedom
Each course gives you the knowledge and tools you need to successfully master the next step. It is not possible to start in the middle, as essential foundations are laid in the previous courses.
Why the order is important
Financial education is like building a house - without a stable foundation, it is not possible to build on it safely. That is why the courses are designed to build on one another step by step and logically. This ensures that you have no gaps in your knowledge and can achieve your goals efficiently.
Let’s start your journey together – book your introductory meeting now and take the first steps towards financial independence!
1
introductory conversation
Everything starts with a non-binding conversation - just for you. Here we clarify where you currently stand, what questions you have and what financial goals you want to achieve. Use the opportunity to ask all your questions: What are you concerned about? What are your challenges? Together we will look at how I can best support you and create an individual roadmap that will guide you safely through the next steps.
Free : No obligation, no obligation.
Duration : 30 minutes.
Format : Online via video call. 1:1
Support : Individually tailored to you
2
Basic Finance:
Your basis for financial independence
In this workshop you will learn the basics to finally get an overview and control of your finances:
How does financial planning work?
Learn how to analyze your income and expenses to create financial clarity.
Basics of Swiss Pension Provision
Understand the importance of the pillars of the Swiss pension system (AHV, BVG, Pillar 3a).
Defining financial goals
Discover what drives you and use that motivation to stick to your financial goals in the long term - spoiler just "having a lot of money" is not a goal
Strengthen your money mindset
Develop a positive relationship with money by questioning and re-orienting your thinking about finances.
your personal financial strategy
Develop a simple, clear strategy for your finances that gives you security and supports your goals.
Your Financial Workbook – Your Personal Companion
"Everything at a glance" – checklists for accounts, insurance, retirement planning and debts.
"Concrete Goals" – Practical exercises to clearly define your financial goals and break them down into achievable steps.
"Strengthen your mindset" – reflection questions and impulses to develop a positive relationship with money and break down mental blocks.
"Flexible and practical" – A guide that will give you orientation even after the workshop.
Important information about the course
Participants : Maximum 6 women – personal attention guaranteed.
Duration : 4 hours.
Format : Online via video call.
Individual and interactive : practice-oriented learning and mutual exchange.
Prerequisite : introductory interview
3.
stock market compass
In this workshop you will learn the basics to finally get an overview and control of your finances and to start safely in the world of investments:
How does the stock market work?
Understand the basics of stocks, ETFs and indices. Learn how supply and demand affect the market.Small Dictionary of the Stock Exchange :
Gain clarity about the most important terms in order to be confident in conversations and decisions.Understanding the global portfolio :
Learn how to build a global portfolio and why it is considered the basis for successful investing.Select ETFs specifically :
Learn how to find and evaluate the right ETFs for your portfolio.Investing with strategy :
Develop your personal investment strategy and learn about diversification and risk management.
Your Stock Market Workbook – Your Personal Guide:
"Step by step to becoming an investment professional" – Practical explanations of global portfolios, stock market terms and investment strategies.
"Looking things up made easy" – Contains a small stock market dictionary for more security in the financial world.
"Interactive and practical" – exercises and templates to help you develop your strategy.
"Applicable in the long term" – A helpful companion that will help you even after the workshop.
Important information about the course:
Participants : Maximum 6 women – personal attention guaranteed.
Duration : 4 hours.
Format : Online via video call.
Individual and interactive : focus on practice-oriented learning and the exchange of experiences.
Prerequisite : Introductory meeting and the financial starter workshop as a basis.
4
Investing 360° from strategy to implementation
In this workshop you will put your knowledge from the stock market course into practice:
Build your own portfolio :
Plan and structure your personal global portfolio – tailored to your goals and risk group.Select ETFs specifically :
Learn how to find and evaluate the right ETFs for your portfolio.Select broker :
Learn what to look for when choosing a broker and how to make your first investment.Tips and Tricks:
Taxes , Investing with Pillar 3a , Rebalancing , Develop a simple strategy to regularly adjust your portfolio and keep it stable in the long term.Strengthen your mindset in the long term :
Anchor the right thinking for sustainable investing and stay focused on your goals.
Your materials – workbook and Excel tool:
Workbook : Detailed instructions, checklists and exercises to build your portfolio and consolidate your knowledge.
Excel tool :
Portfolio planning: Helps you manage your ETFs and asset classes in a structured manner.
Rebalancing calculator: Shows you how to correct deviations in your portfolio.
Goals and progress: Track your investments and check if you are on track.
Important information about the course:
Participants : Maximum 6 women – personal exchange guaranteed.
Duration : 4 hours.
Format : Online via video call.
Individual and interactive : practice-oriented learning with a focus on your personal portfolio.
Prerequisite : introductory meeting, financial starter workshop and stock market compass.