From "I want to do it", to "I've done it", in just a few sessions. Simple, practical, to the point.
A free 20-minute conversation, no strings attached.
Do any of these sound familiar?
It's not willpower you're missing. It's a clear path — and someone to walk it with you.
There is no shortage of theory out there: books, videos, courses, influencers. And still, your money sits idle. What makes the difference is not knowing more, it is taking the step. And having someone beside you who makes sure you take it. In just a few practical sessions you walk away with your system set up and your first investment made. I do not fill your head; I get you moving.
Every session ends in something done, not in notes.
Low fees, index funds, a few well-made decisions.
I teach you the way so you don't depend on me — or anyone.
Your financial information never ends up in anyone's cloud.
A clear path, from start to finish. You decide how far to go.
We talk for 20 minutes: you tell me your situation, we see where you stand and I tell you how I can help. No strings attached. If I see it's not for you, I'll tell you.
A few practical sessions, one task at a time, with access to your workspace (a step-by-step assistant + tools to choose your funds and broker). By the end you'll have your system set up and your first investment made. Group or one-to-one, online or in person. Discover more
All your accounts, expenses and investments in one place — fast, automatic and with your data always private, never in the cloud. Discover the app
Accounts here and there, earning in one currency and spending in another. You want to see it all in one place and start investing without depending on whichever bank.
You've built a cushion, but there it stays, losing value. You just need to take the step, done right.
You track your spending, more or less. But going from that to a real system and investing is a leap you don't quite make alone.
You don't know where to begin. You don't want to become an expert: just enough to take control and do it well.
It all started almost by chance, at a lunch with friends where we ended up talking about money. The takeaway: how little we've been taught to manage it. I like numbers, I love reading and —nobody's perfect— I even enjoy spreadsheets… From a conversation among friends, with a nudge from my wife, came the idea of helping more people get started and lose their fear of investing.
I've been managing my own money this way for over ten years. The app I use I built myself — at first, simply because doing it all in Excel was too much work.
I'm not looking to tie you to me: I want you not to need me. I'm not a financial advisor and I won't tell you what to invest in. I show you the method so you decide for yourself, with good judgement.
You do not need to know everything, or have a lot of money, or spend hours on it. Just take the first step, and that starts with a conversation. Free and no strings attached.
Rather go at your own pace?
A free account gives you the tools to start on your own, and a place among people taking the same first step.
Short, practical articles to go from theory to action.
A guided assistant to define your strategy, your financial setup and your investment plan, one step at a time.
Index funds, ETFs, brokers and deposits, researched and filtered so you don't start from zero.
Turn statements from any bank into one clean format: date, description, amount.
As a member you'll also get the newsletter, invitations to the free mini-workshops, and first access to what I build next.
Already a member? Log in