Empower your ambitions with Wealth Planning
Our approach is designed to help you achieve your life goals and aspirations. By asking fundamental questions about the intersection of money, happiness, and life, we can uncover what truly matters to you. What kind of life do you see for yourself in the future? What are your dreams and aspirations? Rather than assuming that they are beyond your financial means, let's explore and identify what drives you. Together, we can create a plan that makes your aspirations a reality.
Life is full of questions, and you may find yourself asking some of the following:
Why don't I have more time to pursue my passions?
How can I find more fulfillment in my career?
Am I overworking myself and risking future regret?
Did I ever really pursue the life I wanted when I was younger?
What do I want to achieve in life?
How do I cope with major life changes like divorce?
How can I balance work and family better?
Am I doing too much just to meet others' expectations?
At Wealth Planning, we help you uncover your motivations and passions, explore your life goals and wishes, and create a corresponding financial plan. You'll be able to live life on your own terms.
Together, we'll map out your ideal life and determine the financial means to make it a reality. While money can't buy happiness, it can certainly make life easier. However, research shows that true happiness comes from having time for the things that matter most. At Wealth Planning, we focus on making that a reality for you.
Our Wealth Planning services include:
Life Goals Mapping: We work with you to identify your life goals and aspirations, and create a financial plan to achieve them.
Retirement Planning: We help you plan for a financially secure retirement, taking into account your current and future income, expenses, and lifestyle goals.
Investment Strategy: We create a personalized investment strategy that is aligned with your risk tolerance and financial goals.
Estate Planning: We help you develop an estate plan that protects your assets and ensures that they are distributed according to your wishes.
Tax Planning: We help you optimize your tax strategy to minimize your tax burden and maximize your savings.
Risk Management: We help you identify and mitigate risks that could negatively impact your financial well-being, such as market volatility or unexpected events.
Business Planning: We offer financial planning services for small business owners, including help with cash flow management, tax planning, and succession planning.
Our Approach
Life cannot be planned as it is filled with surprises and unexpected circumstances. However, Life Planning can help you get more out of your life. How can you achieve this? Come to our office for a free and non-obligatory introductory meeting with delicious coffee. You'll soon gain insight into your dream life, and we will adjust your estate planning accordingly.
If you're unsure or encounter obstacles, we offer a step-by-step plan. You'll take concrete steps towards your dream life, which is financially sound. Life Planning with PLUIJM-Wealth-Planning as your support system is always available to fall back on.
Remember, you only live once, but with proper planning, once is enough!
Would you like more information, or are you interested in scheduling a non-obligatory conversation to explore how we can assist you?
Please do not hesitate to reach out to us through phone, email, or by completing the contact form. Our office is open Monday through Friday from 9:00 am to 5:00 pm. If you have any inquiries or would like to schedule an appointment, kindly provide your details in the fields below, and we will get in touch with you promptly.
Please get in touch with us at:
Call us at ☎ 070 - 35 48 779
Send us an email at info@pluijmadvies.nl
Visit us in person at our offices located at
Laan van Vredenoord 33
2289 DA Rijswijk
The Netherlands