We believe that it makes sense to inspire people, so that through a different perspective they can recognize their potential and go new ways.
In our daily work, we question the existing and enable our clients to make better decisions from the status quo and feasibilities and to act independently. ...We create a financial mission statement for our clients!
What is a financial mission statement good for?
Mission statements exist in many areas, e.g. nutrition, sports, life, politics, religion, etc., but the best known is probably the corporate mission statement.
A mission statement clarifies the meaning and purpose of action, forms the framework and direction for the chosen path and thus provides long-term orientation.
A financial mission statement is the optimal start for a self-determined life planning and a well-coordinated financial orientation.
The most effective way to build a financial plan is to develop a Financial Mission Statement at the beginning, which guides all subsequent steps and contributors. It sees the planning in a larger context and is the essence of a defined life satisfaction.
Contracts are not the product, but the financial mission statement as such. It synchronizes the "real world" of defined life satisfaction with the "financial issues", the economic status quo, and present and future potentials. The development is a goal-oriented creative process. Through the financial mission statement, you develop a prioritized and conscious objective that covers all areas of life and not just individual parts. All participants and further steps are oriented to this. A financial mission statement is symbolically your personal and financial tree of life.
The ProvenExpert Quality Seal is awarded to service providers who have received at least 10 customer reviews with a recommendation rate of 90% or higher.
The purchase of a new property with the accompanying sale of my single-family home and the necessary refinancing was very complex. The financial planning showed the process well and created transparency, without which the project might have failed.
The support was very customer-oriented and personal throughout the entire process. The staff was always available to answer questions.
I would recommend Dr. Pestel Finanzplanung at any time.
We were shown other and better ways to achieve our goals. Our wishes and needs were addressed in a goal-oriented manner and our situation was responded to sensitively.
Great support. I had previously had very bad experiences with financial advisors who foisted commission-based policies on me and were unable to answer questions about a holistic approach. The colleagues of Dr.Pestel Finanzplanung turn this around completely. Here the person and its needs stand in the foreground and from it then founded financial recommendations are derived. I as a customer have the free choice what I do with it and get through the advice but also made transparent options for action.
Absolute recommendation.
I always felt well advised, questions were answered promptly, I was relieved of a lot of organizational work, problems were always solved well for everyone. I would recommend Dr.Pestel Finanzplanung at any time. Thank you very much!
Dear Ladies and Gentlemen, we are very satisfied and grateful with the handling and processing for the sale of our property as well as the friendly cooperation with Mr. Beintze and the Assistententaem.
We will always recommend Dr. Pestel Finanzplanung.
With kind regards and all the best Family Warmann
Dear Mrs. Warmann, thank you very much for the evaluation of our work. We wish you all the best and we will be happy to answer any questions you may have.
We came to Dr. Pestel Finanzplanung through a recommendation and do not regret having taken the step.
After the preparation of the financial model, we had a very good overview of our current and future financial situation, so that the dream of owning a home can now be realized.
Thank you very much for the competent support and advice during the current undertaking.
C. List
The idea of developing a "financial mission statement" for us was uncharted territory, and because of our long-standing and trusting cooperation, we decided to follow the path. The results are very positive because it is clear to see how much potential remains undiscovered if you do not have a "financial mission statement". Andre H.
Hello Mr. Hecht, thank you very much for the evaluation. Over time, the "Financial Mission Statement" will provide even more clarity and freedom. Many greetings Harald Beintze
Very interesting to see how you are financially secured at the moment or even in the future.
You feel better and more secure and have an overview for later.
I was quickly convinced of the concept of integral financial planning, combined with the creation of a financial mission statement, and I still am today.
However, the many years of trusting cooperation was also characterized in other areas (real estate, insurance) by a very good quality of advice, high competence, very good accessibility and friendliness.
I would recommend Dr. Pestel Finanzplanung at any time.
Dear client, thank you very much for the positive evaluation. Perhaps it is possible and we would be pleased if you still formulate a short text, so that the evaluation is not quite so anonymous.
Vielen Dank für die positive Bewertung. Nur schade, dass ich nicht weiß wem ich dafür danken darf, weil keine Name (Vorname würde reichen) angegeben ist.
All reviews and experiences about Dr. Pestel Finanzplanung are the subjective opinions of those who compose and submit them | The profile owner is responsible for the contents of this page |
Profile active since 06/25/2021 | Last update: 07/16/2023
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Many greetings
Harald K.-H. Beintze