I think it's just wonderful what Clara stands for and what she offers us women. I am grateful for the courses, webinars and coaching sessions I have attended with her. They have opened my eyes and encouraged me to take on this topic of my own finances in a way that feels good and right and that I also feel up to.
Thank you very much, dear Clara! 🙏
Clara is competent and creates transparency about the hidden costs of financial products. I like how well she finds alternatives for certain financial products that are just as goal-oriented and, above all, less expensive. Thank you for my interest in the world of finance and pensions has increased markedly!
I took the finance course with Clara in June 2021. I chose Clara because she looks at finances holistically (finances, budget, retirement planning as well as checklists for taxes and insurance). So not just giving a course in ETFs, etc.
I find this important because especially the pension gap can be or become a big issue for women and this should be taken into account in the alignment of financial goals and accordingly also when investing in the various asset classes (including pillar 3a).
As a financial planner, Clara also has the necessary background knowledge to be able to give really profound answers to questions about women and finances.
I have always had a hard time with financial matters; - the Monay Makeover Class by Clara Creitz has changed this: I now regularly deal with my finances and also financial topics, am less chaotic on the road and am steadily gaining confidence towards the subject.
Clara Creitz is very competent and her services are highly recommended.
Clara is an excellent financial planner who not only has excellent in-depth knowledge but also conveys her knowledge in a first-class and very structured manner. Her congenial manner ensures that I can turn to her for any questions on the subject of finance and retirement planning.
The Investment Class was not only a great introduction to investing, but also helped me to get a better overview of important topics such as budgeting and retirement planning. The personal support from Clara during and after the course was also great. I really appreciate Clara's commitment and can really recommend her services.
Clara Creitz is super professional and friendly, very approachable, can explain well and takes her time. She answered my questions and concerns to my utmost satisfaction and helped me a lot when I moved away from Switzerland. I have already told friends about my consultation independently of this feedback form and recommended her to others. In addition, I appreciate Clara's commitment to Financial Education at Frauyen and the importance of it!
I liked Clara's calm, professional, no-nonsense style of coaching. The group size of 8 people was optimal for interaction. The content was perfect for any woman who wants to get her finances sorted and structured. it was - in my view - particularly suited for women from Germany who live in Switzerland since it covered many aspects that are relevant for Germans and Swiss. Would highly recommend this course to any woman who wants to structure her finances and get clarity. Thank you, Clara.
I take great pleasure at leaving a review for Clara. She has been helping me creating my future-proof pension plan for a while now, always answering my (sometimes silly) questions and providing great clarity on topics I wasn't really familiar with. Her dedication, professionalism and patience made me always feel secure and at ease even if I wasn't at all knowledgeable about financial planning. I cannot recommend her highly enough!
Clara has perfect financial knowledge that she brings across very simply (at least for me, as a financial layman). Her approachable, happy and humorous manner make the course special. The teaching materials are logically structured and easy to understand. I would definitely recommend the course to anyone who wants to increase their financial knowledge and get a handle on their finances independently (and also want to start investing)!
Clara gave me a good overview of financial planning and examples of applications that I could implement directly. She advised me very well and was able to give me helpful tips. I will gladly come back to her for further topics!
Clara helped me quickly at any time when I had cocrete questions. She has a sympahtische charisma and the mediation of their knowledge was clear and direct. She had useful book recommendations on the topics taught, which helped me further.
It really helped me to get things finally done - to understand what costs I have, what I can save and what to invest. I needed these sessions to finally get out of my "comfort zone" and to also understand the Swiss system.
I was looking for a financial planning company that not only offers personalized advice, but also independent advice. Clara Creitz is a competent financial planner who always listens to the wishes and the needs of the customers and advises them on the individual options. I can therefore highly recommend the services offered by Clara Creitz at Finelles!
Clara advised me super efficiently and professionally and gave me practical tips and to dos.
The consultation was straightforward and tailored to my individual needs.
Clara definitely knows what she's talking about and knows her stuff!
All of a sudden, a dry, complex topic becomes graspable....
Thank you for that!
All reviews and experiences about Finelles I Clara Creitz 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 04/06/2023 | Last update: 11/23/2023
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