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Our Consultation Process

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Our Consultation Process

We follow a personal and holistic consultation process.

With a „Best Selection“ out of more than 150 product partners (insurance), over 8.000 investment products and over 400 banks (home loan) we can provide you the best solutions for Finance & Investment in Germany

Our History

  • 18. May 2018

    First Expat Session in Düsseldorf

    8 People attended – I was not aware what was happening in that moment.

  • 01.06.2019

    First Expat Real Estate Session in Cologne

    01.06.2019

  • 03.09.2019

    Digital Consultation & Video Signature

    A new era was initiated. Not knowing that this was the best decision ever to be prepared for the COVID19

  • 23.11.2019

    First Expat Session in Stuttgart

    23.11.2019

  • 22.03.2020

    First Online Expat Session

    After 45 Face to Face Sessions and due to COVID19 we switched (temporary) to Online Sessions.

    Look forward to be back at my clients in Face to Face Sessions again.

  • April 2020

    Founded Expat Team

    Alone you cannot even imagine, what a team can build.

    April 2020

  • Now

    it is time for you to attend...

    Register here for the next Online Session…

© Copyright 2020 - German Sherpa | Marcel Plum Financial Coach
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