In the spirit of keeping things simple, Finance in Motion is a financial planning firm with over 15 years of combined experience.
The team helps clients:
1) Protect their lifestyle
2) Achieve their financial goals through goal-based planning.
We use our SWAN process (sleep well at night) to help clients navigate their financial lives. Our focus is on young professionals in the medical and pharmaceutical fields and self-employed individuals.As a certified professional with the Autorité des marchés financiers, I encourage you to confirm the validity of my AMF certification Contact me
Mutual funds are based on a simple principle : pooling your money with that of many other investors in order to offer you access to global markets and a large selection of investments, as well as the flexibility to invest whatever you want, whenever you want.
Because your needs change over time, I am committed to being there with you to propose the best coverage options based on your needs and your priorities.
Are you about to move in with your significant other?
Will your family soon have a new addition?
Do you believe in your project and know that your products or services meet the needs of the market?
Do you want to leave apartment life behind and buy a home?
Do you want to travel? Are you planning your wedding or your retirement?
It is never too early to start planning for retirement.