| Registrierung | Bronze | Silber | Gold |
| Newsletter | [wp-svg-icons icon="checkmark-circle" wrap="i"] | [wp-svg-icons icon="checkmark-circle" wrap="i"] | [wp-svg-icons icon="checkmark-circle" wrap="i"] | [wp-svg-icons icon="checkmark-circle" wrap="i"] |
| Kostenfreie Webinare | [wp-svg-icons icon="checkmark-circle" wrap="i"] | [wp-svg-icons icon="checkmark-circle" wrap="i"] | [wp-svg-icons icon="checkmark-circle" wrap="i"] | [wp-svg-icons icon="checkmark-circle" wrap="i"] |
| Ein kostenfreier Produkt- und Angebotscheck | [wp-svg-icons icon="checkmark-circle" wrap="i"] | [wp-svg-icons icon="checkmark-circle" wrap="i"] | [wp-svg-icons icon="checkmark-circle" wrap="i"] | [wp-svg-icons icon="checkmark-circle" wrap="i"] |
| Persönliches Erstgespräch – erste Stunde gratis | [wp-svg-icons icon="checkmark-circle" wrap="i"] | [wp-svg-icons icon="checkmark-circle" wrap="i"] | [wp-svg-icons icon="checkmark-circle" wrap="i"] | [wp-svg-icons icon="checkmark-circle" wrap="i"] |
| Telefonische und Online-Beratung von Fachfragen | [wp-svg-icons icon="cancel-circle" wrap="i"] | [wp-svg-icons icon="checkmark-circle" wrap="i"] | [wp-svg-icons icon="checkmark-circle" wrap="i"] | [wp-svg-icons icon="checkmark-circle" wrap="i"] |
| Zugang zum Expertennetzwerk der Honorarberatung | [wp-svg-icons icon="cancel-circle" wrap="i"] | [wp-svg-icons icon="checkmark-circle" wrap="i"] | [wp-svg-icons icon="checkmark-circle" wrap="i"] | [wp-svg-icons icon="checkmark-circle" wrap="i"] |
| Konkrete Produkt- und Vertragsprüfung | [wp-svg-icons icon="cancel-circle" wrap="i"] | [wp-svg-icons icon="checkmark-circle" wrap="i"] | [wp-svg-icons icon="checkmark-circle" wrap="i"] | [wp-svg-icons icon="checkmark-circle" wrap="i"] |
| Unabhängige Produkt- und Marktvergleiche | [wp-svg-icons icon="cancel-circle" wrap="i"] | [wp-svg-icons icon="checkmark-circle" wrap="i"] | [wp-svg-icons icon="checkmark-circle" wrap="i"] | [wp-svg-icons icon="checkmark-circle" wrap="i"] |
| Produktbezogene Lösungsvorschläge – "best execution" | [wp-svg-icons icon="cancel-circle" wrap="i"] | [wp-svg-icons icon="checkmark-circle" wrap="i"] | [wp-svg-icons icon="checkmark-circle" wrap="i"] | [wp-svg-icons icon="checkmark-circle" wrap="i"] |
| Ganzheitliche Finanz- und Bedarfsanalyse – Financial Planning | [wp-svg-icons icon="cancel-circle" wrap="i"] | [wp-svg-icons icon="cancel-circle" wrap="i"] | [wp-svg-icons icon="checkmark-circle" wrap="i"] | [wp-svg-icons icon="checkmark-circle" wrap="i"] |
| Schriftliches Summary mit konkreten Handlungsvorschlägen | [wp-svg-icons icon="cancel-circle" wrap="i"] | [wp-svg-icons icon="cancel-circle" wrap="i"] | [wp-svg-icons icon="checkmark-circle" wrap="i"] | [wp-svg-icons icon="checkmark-circle" wrap="i"] |
| Umsetzungsbegleitung - "best execution" | [wp-svg-icons icon="cancel-circle" wrap="i"] | [wp-svg-icons icon="cancel-circle" wrap="i"] | [wp-svg-icons icon="checkmark-circle" wrap="i"] | [wp-svg-icons icon="checkmark-circle" wrap="i"] |
| Gesprächsbegleitung mit Banken, Versicherern, Finanzdienstleistern, Behörden | [wp-svg-icons icon="cancel-circle" wrap="i"] | [wp-svg-icons icon="cancel-circle" wrap="i"] | [wp-svg-icons icon="checkmark-circle" wrap="i"] | [wp-svg-icons icon="checkmark-circle" wrap="i"] |
| Turnusmäßige Betreuungsgespräche | [wp-svg-icons icon="cancel-circle" wrap="i"] | [wp-svg-icons icon="cancel-circle" wrap="i"] | [wp-svg-icons icon="checkmark-circle" wrap="i"] | [wp-svg-icons icon="checkmark-circle" wrap="i"] |
| Contract Management – ganzheitliche Vertragsbetreuung | [wp-svg-icons icon="cancel-circle" wrap="i"] | [wp-svg-icons icon="cancel-circle" wrap="i"] | [wp-svg-icons icon="cancel-circle" wrap="i"] | [wp-svg-icons icon="checkmark-circle" wrap="i"] |
| Übernahme Schriftverkehr und Korrespondenz in allen Finanzfragen | [wp-svg-icons icon="cancel-circle" wrap="i"] | [wp-svg-icons icon="cancel-circle" wrap="i"] | [wp-svg-icons icon="cancel-circle" wrap="i"] | [wp-svg-icons icon="checkmark-circle" wrap="i"] |
| Mandatsbetreuung in Kooperation mit StB, RA und Notaren | [wp-svg-icons icon="cancel-circle" wrap="i"] | [wp-svg-icons icon="cancel-circle" wrap="i"] | [wp-svg-icons icon="cancel-circle" wrap="i"] | [wp-svg-icons icon="checkmark-circle" wrap="i"] |
| Rund-um-Management der Finanzen | [wp-svg-icons icon="cancel-circle" wrap="i"] | [wp-svg-icons icon="cancel-circle" wrap="i"] | [wp-svg-icons icon="cancel-circle" wrap="i"] | [wp-svg-icons icon="checkmark-circle" wrap="i"] |
| Mandanten-Vertretung gegenüber Finanzdienstleistern | [wp-svg-icons icon="cancel-circle" wrap="i"] | [wp-svg-icons icon="cancel-circle" wrap="i"] | [wp-svg-icons icon="cancel-circle" wrap="i"] | [wp-svg-icons icon="checkmark-circle" wrap="i"] |
