Financial coaching

Have you been following my content for a while? Have you got the basics down, but now you’re looking for something more practical? Are you looking for someone to help you turn your knowledge into actions that work for YOUR life? Well, let’s have a chat.

Education and Finance in Switzerland

My approach: education first and foremost

The first thing you need to know is that I don’t sell any financial products.

My aim? To ensure you really understand what you’re doing with your money. Not just signing papers on autopilot.

With me, you’re paying for my time and expertise. No hidden commissions, no products to sell.

What this means for you:

  • Recommendations based on YOUR needs
  • Clear explanations until you really understand
  • The freedom to make your own informed choices
  • An objective look at all the options on the market

How does it work?

After years of coaching, I’ve come to realise one thing: people who are financially successful understand what they’re doing. They don’t just blindly follow advice.

My role? To help you reach that level of understanding.

My method

  • We’ll analyse your situation together, in detail
  • Let me explain the concepts that apply to your situation
  • We’ll look at the various options available to you
  • You make your decisions in full knowledge of the facts
  • We’ll meet up again to fine-tune things and keep track of your progress

The result? You no longer have to rely on me (or anyone else) to manage your money. You become independent.

My support packages

As every journey is unique, I offer two packages tailored to your needs and budget.

One-to-one online coaching

The concept: A 100% bespoke service, where I devote myself entirely to YOUR situation.

We analyse your documents and build your personalised strategy. It’s just you, me and your finances.

How it works:

  • Private video call session (1 hour)
  • A thorough analysis of your situation before our appointment
  • Personalised recommendations based on YOUR goals
  • A practical action plan to be implemented
  • Option of follow-up sessions

Perfect if:

  • Do you have a complex or specific situation?
  • Do you prefer the privacy of a one-to-one session?
  • Do you want specific answers to your personal questions?
  • Do you have a specific plan (buying a property, restructuring, etc.)?
  • Do you want to make rapid, targeted progress?

Online group coaching

Financial education works well when we learn together. In my groups, you’ll find that you’re not the only one asking these questions, and you’ll benefit from collective wisdom.

How it works:

  • Live video sessions with a small group (max. 8–10 people)
  • Specific topics covered in each session (investment, pensions, property, etc.)
  • Live Q&A

Perfect if:

  • You’re setting out on your journey towards financial independence
  • Do you enjoy the energy of a group?
  • Do you want to get good value for money?
  • You don’t need to go to extremes with customisation

How to prepare properly for our meeting

The more I know about your situation beforehand, the more productive our time together will be.

Things to prepare:

  • Your most recent tax return
  • Occupational Pension Scheme Certificate (LPP)
  • 3a/3b accounts and policies
  • Bank account statements
  • Investment portfolio (shares, ETFs, funds, cryptocurrencies)
  • Details of your mortgage

Projects

  • What you want to achieve (short/medium/long term)
  • Your questions and areas where you’re struggling

Don't worry: even if you don't have everything, we can still get started. The important thing is to keep moving forward.

Let’s start with the introductory call

Before we get started, let’s have a 15-minute chat. It’s free. No strings attached.

Because a good, trusting relationship is the foundation. You need to feel comfortable talking to me about your finances, and I need to be sure that I can really help you.

Sometimes, I’ll tell you honestly that you don’t need me. Or that someone else would be a better fit. And that’s OK.

Why choose Money Madam?

What sets me apart:

Official certification

IAF-accredited financial planner, FINMA-accredited since 2025 – not just a finance blogger

Practical expertise

A regular speaker at banking and crypto conferences – I stay on top of the latest trends

Three areas of expertise

A comprehensive view of banking + insurance + crypto = advice with no blind spots

Tangible results

Over 50 clients supported since 2025, 10 property purchases, 20 clients with assets exceeding 100,000 CHF

"Every month that goes by without you getting your finances in order is money down the drain.
It’s financial security put on hold. It’s your independence that’s on hold."

I’d like to book my free call