Your Personal Finance Session

For all those who want to take their finances into their own hands. Talk to an expert about money, budget, investing and provision – understandable, well-founded and without investment recommendation.

Suitable for you if you ...

Have specific questions about your finances
Want to gain more security in dealing with money
You are in the middle of building up your wealth
Want to take your finances into your own hands
You want independent financial knowledge and a neutral assessment

CHF 369

1h, online or on site in the Solothurn area

In your personal financial consultation, you can discuss all your questions about money, budget planning, investing and pensions directly with an expert. Your financial expert will help you gain a clear overview of your finances, recognize your savings potential, understand your provision and implement your investment goals step by step.

She provides you with her knowledge, shows connections and supports you in making well-founded financial decisions yourself.

As an ideal preparation for the personal financial consultation, we recommend that you attend the Money Hacks course.

This is how your personal finance session works

Lay your financial foundation

Before your office hours begin, you lay the foundation for your personal money world. Collect all the questions that are buzzing around in your head - whether small or large. So you make the most of your time and take the first step towards more clarity and confidence in financial matters.

Get answers at eye level

The consultation is about you: your situation, your goals, your questions. Whether provision, investing, financial planning or family planning: Your expert listens, explains in an understandable way and accompanies you step by step - without technical jargon.

Set your plan in motion

Together you bring structure to your finances, prioritize and discover new possibilities. You leave the conversation with clear insights and fresh courage and know what to do. You will receive a short summary with the most important points so that you can implement your next steps with ease and confidence.

Your financial expert

Delia Bohren

Independent financial expert

«I want every woman to feel safe with money. My goal is that you understand your finances, act confidently and experience financial independence as freedom.»

More about Delia

I am a primary school teacher, practice coach at the FHNW and financial advisor. Three roles that connect me with people every day. In school, I learned how important trust, patience and clear language are. As a coach, I strengthen teachers in their self-efficacy, and as a financial advisor I accompany women who often believe that they «understand too little about finance».

In my financial consultation, I convey knowledge with heart and structure, without jargon or pressure. It is important to me that you feel safe, can ask questions and gradually gain confidence in yourself and your financial strength.

FAQ

How long does a personal finance session last?

The personal finance session lasts one hour. We recommend that you complete the Money Hacks course and/or the ellexx Membership before booking the personal finance session, so that you already have basic knowledge and you can then clarify your open questions during the consultation.

Does this take place online or on site?

The personal finance session generally takes place online. If you prefer a personal appointment in the Solothurn area, you can arrange this directly with our financial expert Delia Bohren.

How do I make an appointment?

After booking and payment, you will be taken directly to the date selection and can choose a suitable time slot.

What does the personal finance session include?

In principle, you can ask all your questions during the personal finance session on the following topics:

Everyday life & budget: How to better divide your money, create a budget and get your finances under control
Investing & ETFs: How to start with small amounts and what you should pay attention to, also with regard to sustainability
Pension: Like AHV, pension fund and 3. Play together column
Financial planning & life decisions: e.g. B. in case of marriage, cohabitation, starting a family, separation/divorce or change of job

Of course, your expert can individually respond to your situation and set priorities.

What can I prepare in advance?

So that you are optimally prepared, it is worth taking a brief overview of your financial situation.

You can use the budget in the ellexx app and answer the following questions:

What is my monthly income?
How much is my total wealth?
What are my fixed costs (e.g. Rent, insurance, taxes, subscriptions, traffic, etc.)?
What are my variable costs (e.g. Leisure, travel, clothing, etc.)?
How much are my debts?
(Optional) How much do I want to invest in the long term?
(Optional) What about my pension plan (look at PK ID and pillar 3a)?

Do you have any questions about the personal finance session? Here you can find more FAQs.

Your question is not listed? Contact us at hello@ellexx.com.