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A personal coach
for your wealth

A personal trainer helps you reach your fitness goals. IgniFI coaching does the same for your wealth: spending analysis, full assessment, deep dive into a specific objective. Without ever telling you what to invest in.

This is not investment advice

IgniFI coaching does not constitute investment advice or a recommendation to buy or sell financial assets. No product, allocation, or strategy will be recommended. For those decisions, consult a certified financial advisor.

What coaching covers

Three complementary modules. You choose what matters to you.

Spending analysis

We review your last 12 months of bank statements together. Fine-grained categorization, leak detection, forgotten subscription identification, and a concrete action plan to optimize without frustration.

  • Detailed category breakdown
  • Recurring expense detection
  • Quantified optimization plan

Full wealth assessment

Complete mapping of what you own: assets, liabilities, income, expenses. Net worth, savings rate, how many months your savings cover, and asset-class exposure. You leave with a clear dashboard and a list of points to check.

  • Asset/liability inventory
  • Savings rate and months of cover calculated
  • Asset-class mapping

Deep dive into one goal

Targeting FIRE? A property purchase? A career change? We map your trajectory, identify the levers, and build the attack plan. The numbers speak; the decisions stay yours.

  • Quantified scenarios
  • Actionable lever identification
  • Clear timeline and milestones

How it works

1

You send us your questions

A few days before the session, we send you a prep form. You write down your questions, what you want to clarify, your pain points. The coaching is calibrated to YOUR topics.

2

3-hour video session

We work together on your numbers, statements, and goals. Screen-sharing, IgniFI dashboard open, direct conversation. No generic talk: we dig into your concrete cases.

3

You leave with a plan

At the end: a written recap, your prioritized next actions, and access to an IgniFI dashboard calibrated to track your progress. You stay in control of decisions; we give you the tools.

Pricing

3-hour package
€499

What's included:

  • Prep form sent 5 days before
  • 3-hour video session
  • Written recap (5-10 pages)
  • IgniFI Pro dashboard configured for you (3 months included)
  • 1 month of email follow-up for implementation questions

Specific need?

For long-term coaching, a specific theme (estate planning, expatriation, business exit…), or couple/family coaching, request a custom quote.