Start the Year With Financial Clarity
Your Personal Financial Health Check
A new year naturally makes us reflect.
Not just on goals — but on whether our money is actually supporting the life we want to build.
The Smart Financial Health Check is a focused 1:1 conversation designed to help you start the year with clarity, confidence, and a clear financial direction.
Why NOW is the right moment
The start of the year is the ideal moment to get organised, reassess priorities
and make long-term decisions. Use your January motivation to get a grip on your finances.
Known from
How it works
01
Optional preparation (free)
If you wish, you can complete our free Financial Health Check beforehand.
It helps you reflect on last year — but it’s not required.
02
The Smart Financial Health Check (60 minutes, 1:1)
The conversation with an experienced expert itself is the check.
We’ll ask the questions most people never ask and you might have not thought about yourself — about stability, growth, efficiency, and long-term security — and assess how healthy your finances really are as you enter the new year.
03
Clear priorities for the year ahead
You’ll leave knowing exactly what deserves your attention in the coming months — and what doesn’t.
You’ll receive a short written summary after the call.
What you’ll gain clarity about
Stability & Control
Are your finances supporting your life — or quietly creating stress as the year begins?
- Cash flow awareness
- Safety buffers
- Financial pressure points
Growth & Efficiency
Is your money set up to grow efficiently this year?
- Investment structure & readiness
- Fee awareness and cost red flags
- Risk vs. return alignment
Direction & Resilience
Are you financially aligned with where you’re heading next?
- Goal clarity
- Long-term blind spots
- Decision readiness
What you’ll walk away with
Who this is for
After this session, you will have:
A clear assessment of your current financial health
The 3 most important improvements to focus on this year
Clarity on investment costs and inefficiencies
Answers to your most pressing money questions
Confidence about your next step — without rushing into decisions
The Smart Financial Health Check is ideal if you want to:
Start the year feeling financially grounded
Make better money decisions in the months ahead
Ensure your investments are fit for the year to come
Gain clarity before committing to bigger changes
A note on next steps
At the end of the session, we’ll outline what makes sense from here — whether that’s refining things yourself or working together more closely later in the year.
You decide.
Your Experts
With a joint experience of 75 years in finance our SmartPurse team advises you in all areas of financial management ranging from tax and personal finance to asset selection and investing.
Olga Miler
As a fintech entrepreneur, former banker, and one of the leading voices in financial education – especially for women – Olga has been working at the intersection of innovation, wealth management, and gender finance for over 20 years.
Michael Weiss
Michael Weiss brings over 17 years of experience across leading global institutions, including Credit Suisse, Morgan Stanley, and Lehman Brothers. With a strong background in finance, metrics, and derivatives, he offers sharp insight and strategic guidance for complex financial decisions.
Beat Guntern
Beat Guntern is a highly experienced financial planner with expertise in building smart, long-term financial strategies. As a certified Treuhänder, he also brings exceptional knowledge of Swiss tax matters, making him a trusted and well-rounded advisor for all your financial needs.
A note on next steps
What comes after my smart financial health check?
At the end of the session, we’ll outline what makes sense from here — whether that’s refining things yourself or working together more closely later in the year.
You decide.
FAQ
What is the Smart Financial Health Check?
A 60-minute, 1:1 conversation with a financial expert to assess your current financial situation and clarify priorities for the year ahead.
Do I need to prepare anything?
No preparation is required. An optional free check is available beforehand, but the session works without it.
What will I receive after the session?
A clear overview of your financial health, three key priorities, and a short written summary.
Who is this session for?
For anyone who wants clarity, confidence, and better financial decisions at the start of the year.
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