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Checkliste für die Beratung eines privaten Haushalts der deutschen Mittelschicht

Analyse der finanziellen Situation des Haushalts

Erstellen eines Haushaltsbudgets

Optimierung von Versicherungen

Evaluierung der Investitionsmöglichkeiten

Überprüfung von Steuerabzügen und -erleichterungen

Langfristige Finanzplanung und Altersvorsorge

Beratung zu finanziellen Bildungsinhalten

Dokumentation und Abschlussbericht

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