03 / Let’s Talk
Better decisions
start with a
clearer picture.
Bring your questions and the decisions ahead. Explore your financial picture with a human adviser, supported by MyFinanceOS.
How we work together.
- 01
15 minutes · Free
Free introduction.
Discuss your questions and upcoming decisions with a human adviser. No obligation or documents needed.
- 02
After accepting the paid offer
Preparation.
Share relevant documents through a separately arranged secure process. Your adviser prepares the analysis with MyFinanceOS.
- 03
60-minute consultation
Financial evaluation.
Review your financial diagnosis together, supported by the dashboards. Understand the results and clarify open questions.
- 04
Second consultation
Your possible paths.
Compare alternatives, assumptions and consequences. Discuss practical next steps that fit your circumstances.
Optional follow-up is agreed and priced separately.
What you’ll receive.
Understandable results to discuss with your adviser. The decisions stay yours.
Your financial diagnosis
Your income, spending, assets and debt, explained.
Relevant alternatives
A comparison of scenarios and their assumptions.
Your action summary
Questions, priorities and possible next steps.
Price and service conditions
The introductory 15-minute call is free and carries no commitment to a paid service.
Before any paid engagement, you receive a written proposal with the agreed scope, deliverables, price, applicable taxes and terms. The detailed-service price is not yet confirmed; no payment is collected here.
Secure document sharing is arranged only after accepting that offer. Optional follow-up is discussed and priced separately.
Book your free
15-minute introduction.
Discuss what matters to you and whether a fuller review could help.
This first call is not a complete financial diagnosis.
Find a time to talk.
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