Do you need clarity about your finances?
You want to invest money profitably and not make any mistakes?
Do you value independent advice and transparency? ...As a certified financial planner (CFP), I help private clients gain an overview and control over their finances. I take stock and create plans for you to achieve your goals, such as a worry-free retirement. During the implementation, I support you as a financial coach at your side, if desired.
As a fee-based financial investment advisor, I am legally obligated not to accept commissions from banks and insurance companies. This means for you that I am independent and only committed to my clients.
With my proven "steady hand" investment strategy, based on the findings of scientific research, you can let the markets work for you and focus on your life, rather than the stock market. Do you value fair dealing? Cost-efficient products, 100% transparency as well as understandable language are an imperative of fairness.
You want to know how I proceed, what I can do for you and what it brings you? Arrange a free information meeting! I look forward to getting to know you.
I am very happy to have booked the financial coaching with Mr. Schmidt. It was very informative and a great personal support. Even with the implementation of the learned after the coaching I was accompanied again. I would always turn to Mr. Schmidt again and recommend him with a clear conscience.
Mr. Schmidt took the time to understand my personal needs. He used his "financial script" for this purpose. This offers structure and a logical structure. I liked the fact that he does not use the tool too rigidly. He uses it as a rough guide to highlight all relevant personal, social and economic aspects with the client. For example: what is the individual relationship to (financial) risk and to money, which future expenses are already foreseeable today and should be taken into account accordingly in the financial planning?
Mr. Schmidt's advice helped me to choose a financial strategy that I understand. I can implement it myself, I know the cost structure and how growth can come about, or what risks there are. The strategy is independent of specific products.
In summary, I see Mr. Schmidt's consulting package as a very sensible investment in asset accumulation/management. Especially when compared to the often very high hidden costs of commission based financial advice. I would continue to contact Mr. Schmidt with financial questions.
I was very satisfied with the empathic consulting process, precisely tailored to individual requirements. The clearly formulated, visually supported information, which is absolutely credible due to the independence of the consultant and his sympathetic personality
absolutely credible, pleased me very much. The consulting process helped me to make a clear decision in dealing with my finances. These are the reasons why I would recommend Mr. Schmidt in any financial matter:
Comprehensive, clearly structured information, authentic independent advice, pleasant, trusting atmosphere. Thank you!
Lothar Schmidt took a holistic view of our financial situation and provided us with a solid basis for further action (financial script). In his advice, he takes a systematic approach and explains difficult financial knowledge in a vivid and understandable way. We were also impressed by his open and trusting manner. We are very happy to now have him at our side as a fee-based advisor.
Mr. Schmidt helped me a lot to implement my ideas of a broadly diversified portfolio. He gave me great tips and explained various investment contexts very clearly and in his calm manner. I would recommend his advice at any time.
Your message to Lothar Schmidt Finanzcoaching & Finanzplanung
All reviews and experiences about Lothar Schmidt Finanzcoaching & 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 12/12/2018 | Last update: 09/20/2023
| Report profile
More transparency and security while looking for competent professionals
Authentic customer opinions
Take advantage of other customers' experiences: ProvenExpert's authenticated customer reviews can help you choose the right product or service.
Effective customer feedback
ProvenExpert allows the entire service spectrum of a company (e.g. customer service, consulting) to be reviewed. This way you get a detailed overview of your service quality in all areas.
ProvenExpert is free, independent, and neutral. Customers make reviews of their own accord — their opinions are not for sale. And the content of reviews cannot be influenced by money or by any other means.
A good reputation is the world's best form of advertising!
85% of all consumers trust online reviews just as much as they do personal recommendations.
Let ProvenExpert give your business a boost with the best advertising in the world: the opinions of satisfied customers.
However, should you feel that a review is in violation of our guidelines, you can submit a request to have the review assessed by the ProvenExpert quality assurance team by using the following contact form.