Financial Strategy Preparation

For career-driven expats in Germany

Private Financial Strategy Preparation

Before we discuss products, we need structure. This secure preparation form helps us understand your goals, family situation, protection, pension, investments, housing and cash flow.

Start the preparation →
Explore our approach

Strategy first.
Your advisory session becomes more precise when your financial information is structured before the meeting.

10–20 minCompact or full version depending on your situation.
German serversSecure data handling via German server infrastructure for your consultation preparation.
Expat focusedDesigned for people living and earning income in Germany.
StructuredPension, protection, health, investments, housing and cash flow in one flow.

Why this matters

Germany is structured. Your financial strategy should be too.

Many expats collect insurance, pension, investment and tax topics separately. We use this data collection to connect the dots before your consultation starts.

01

Share your goals

Tell us what matters most: protection, investment, pension, property, children or liquidity.

02

Add key facts

Complete personal, family, employer and financial information in a guided format.

03

Start prepared

We receive your answers and prepare your private strategy consultation with more clarity.

Private Strategy Preparation

Your financial life in Germany should not feel fragmented.

Share the key information we need to prepare your private strategy consultation. The form is structured around your goals, family situation, protection, pension, investments, housing and monthly cash flow.

Start data collection For expats living and earning income in Germany.
10–20 min Structured, strategy-first and handled via secure German/EU server infrastructure for your consultation preparation.
Step 1 of 6
Step 1

Start & scope

Choose whether you want to complete a compact version for the first preparation or the full version with more detail.

Step 2

Goals & priorities

What should be considered in your strategy consultation?

Enjoy financial security in retirement
Buy property or plan real estate financing in Germany
Protect your assets and personal liability risks
Have strong healthcare coverage in Germany
Secure your income in case of illness, accident or occupational disability
Build wealth and invest strategically
Create financial security for your children
Optimise monthly cash flow and build reserves
Be financially protected in case of long-term care needs
Use state benefits, subsidies and tax advantages where suitable
Step 3

Personal information

Please enter the key information for you and, if relevant, your partner.

Client
Add partner details
Contact
Step 4

Family, employer & optional identification

These details can be relevant for allowances, employer benefits, offer preparation and regulatory requirements.

Children

Child 1

Child 2

Child 3

Child 4

Employer
Optional sensitive data: Please only enter ID or bank details if they are actually required for offer preparation, identification or the next advisory step.
Step 5

Financial modules

A structured overview of pension, protection, healthcare, investments, housing, children and monthly cash flow.

Retirement planning
Healthcare
Income protection
Housing & property
Asset & liability protection
Wealth management
Children planning
Income & expenses
Step 6

Review & submit

After submission, German Sherpa receives your answers in a structured format for secure consultation preparation. A JSON attachment is included for efficient internal processing.


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