Financial Education & Planning — €2 595

Service Description

For clients with assets in the U.S. and France, this package provides structured financial education, strategy, and implementation guidance. Best for… individuals, professionals, dual-nationals, or families managing assets across borders who want a clear, actionable plan for investment and long-term financial organization — without delegating control. Designed for clients seeking institutional-level insight and guidance without the barriers of traditional wealth management. Across three sessions (90-minute intake, 60-minute plan delivery, 90-minute implementation), you’ll define your goals, assess risk tolerance, and build a cross-border investment plan you can execute independently. Between sessions, Jule Treneer prepares a personalized written financial plan tailored to your objectives and preferred platforms. Optional quarterly or semi-annual review meetings (€423 each) keep your plan current as your situation evolves.