Downloads Beratung allgemein

Hier unter Downloads Beratung finden Sie verschiedene nützliche Informationen und Formulare zum Thema Beratung allgemein zum Download.

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Downloads Beratung allgemein

Erstinformation gem. § 11 VersVermV, § 12 FinVermV, siehe auch meine Seite Erstinformationen
Checkliste Daten Finanzplanung, siehe auch meine Seite Checkliste Finanzberatung
Erhebungsbogen Finanzplanung (interaktiv, ausfüllbar, umfassend)
Zur Ermittlung von Einnahmen und Ausgaben siehe meine Seite Einnahmen und Ausgaben planen (Budget / Haushaltsbuch) sowie meine hier downloadbare Excel Tabelle zur Ermittlung Ihrer Einnahmen und Ausgaben bzw. meine ausfüllbare und selbstrechnende PDF Vorlage zur Ermittlung Ihrer Einnahmen und Ausgaben mit geplanter Investition
Wünsche und Ziele – kurzfristig / mittelfristig / langfristig
Anfahrtbeschreibung Dr. Schlemann unabhängige Finanzberatung
Deckblatt zur einfachen Rücksendung von Unterlagen im A4 Fensterumschlag (1,45 € Porto)

Jetzt kostenlosen Termin buchen

Lassen Sie sich von den vielen Informationen auf unserer Website nicht zu "do-it-yourself" Lösungen verführen. Mit unserer persönlichen Beratung kommen Sie einfacher und sicherer ans Ziel. Buchen Sie jetzt Ihren kostenlosen Beratungstermin in Köln oder bundesweit per "Onlineberatung":

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Since I started working in Germany and needed to take a health insurance I contacted Dr. Schlemann who gave all the information and consultation needed in order to find the most suitable option for me. At the end of the consultation I was able to define that the private health insurance was the best option and could register with a recommended provider that represents savings of about 100 euro per month compared to the public health insurance. Dr. Schlemann was open to ask all my questions and answer my inquiries on time. I can recommend him as a reliable finance advisor.
diana carolina rojas
1/19/2019

Dr. Schlemann supported me in the very difficult choice of health insurance. I have particulary appreciated his expertise on identifying the best proposal for me based on the requirements I gave him, and his clarity in explaining a system very much different from the one in my Country. He speaks fluent english and that facilitated a lot the consultancy. After being very satisfied on this consultancy I asked help also on Pension and Investments and was again able to proposed me very interesting solution which I could not have discovered by myself. In trust him being single point of contact for all insurance, Pension and Investment matters. Furhtermore he is very responsive and ready to answer to any question. I definetly reccomend Dr. Schlemann especially to expatriate without specific knowledge of German System.
Alessandro Casati
2/26/2019

When I learned that my wife is pregnant, I planned to get all our insurances, financial and retirement planning in order i.e. RLV and BU Versicherungen and our Riester, Ruruep initiated before the baby arrived. This was a mammoth task and a tough timeline to meet. When I researched the internet to get myself started, I was overwhelmed. Not only was 99% of the information in German language (not my mother tongue), but also the complexity behind was massive. That is when I decided to consider a Berater/-in and found Dr. Schlemann unabhängige Finanzberatung e.K online and contacted Sebastian Weissschnur. My experience with Sebastian has been absolutely wonderful. My detailed feedback below: 1. We meticulously went through all the steps and completed everything within the deadline. This was very important for me as things can get quite busy after the baby arrives 2. Sebastian’s professionalism is top! He started with a clear Auftragerklaerung which laid to rest any potential for un-clarity on either side. Expectations and desired results were documented and checked regularly during the process 3. Although English language is not Sebastian’s first language, he was very patient in explaining everything to me and respond to my zillion questions. He gave me the time to get comfortable and allowed me to set the pace of the process 4. He was always easily reachable and responded very quickly 5. All paperwork for BU/ RLV/ Ruruep/ Riester went through Sebastian and helped me avoid a new Ansprechpartner each time 6. Despite having a not so big investment portfolio when I started, Sebastian gave me some important tips on financial investments and introduced me to some interesting websites that I now use quite frequently. Today I have a healthier looking portfolio with his help I have recommended Sebastian to a few friends and colleagues already and would happily continue to do so.
Nitish Kaul
3/11/2018