Koningin Emmalaan 26
Leidschendam, Zuid-Holland 2264 SK
Training: Active Registered Life Planner® more info
- Active Registered Life Planner® has earned the Registered Life Planner® designation and continues to keep their skills sharp by regularly attending continuing education sessions (8 hours/2 years).
- Registered Life Planner® designation requires completion of The Seven Stages of Money Maturity® Training (16 hours), immersion in the EVOKE® Life Planning Training (36-40 hours), and a six-month practicum which involves peer review, mentorship, coaching, and supervision (40-50 hours).
- EVOKE® Life Planning Training Graduate has attended a 4-day online or a 5-day residential course on a planning method that uses a structured interview process to uncover clients’ most exciting, meaningful, and fulfilling aspirations and engage them in the work of creating their own vibrant futures, based on a solid financial architecture.
- The Seven Stages of Money Maturity® Training Graduate has attended a 2-day course that teaches listening, principles of communication, and client-planner attitudes, values, biases, and behavioral characteristics and their impact on financial planning.
I am specialized in adressing life planning followed by financial planning. The advices I give in the financial plan can be executed by my office aswell in the area of mortgages, asset planning and advise and life policies.
About My Practice
I have started my own compagny from scratch: as a mortgage adviser. This after I had resigned again from corporate career to give birth to my two children, I wanted to be close by and started in 2006 Financial Wise. After that I kept on studying and became a financial planner. Today I am a life planner, a financial planner and I also take care of the implementation of my advises. So you do not have to swtich to other advisors and start all over again. I
About Pietie Jeelof
I am born as a Frisian girl what means that I am honest and straight forward..:) As a young girl I have started Life Planning myself because I had dream to travel the world and started dedicated a saving plan. After 8 years of career in the corperate world I resigned and started my travel for 1,5 years. The best decision ever ;) Meanwhile 25 years later, life has given me some life events (children, seperation, 2nd marriage) and all this experiences I can use in my passion today: helping others to live their dream. My skills are the translation of vision into action and implementation. I have done this in the corperate world for 18 years and in my own compagny for 14 years now. I have a lot of women as clients.. My passion is helping others to live their desired life and beside that another passion is we love to sail... In our life planning a yearly holiday of 6 weeks to sail is incorperated..:)
My ideal client is self aware and on a turning point in life. I like to work with women because I understand them better but I also like to work with a couple (gender not important)..
I have a lot of qualifications, from study and also from practice. I started as a technical business engeneer but this is long ago. After that I have studied psychology and financial planning. Using NLP and life planning skills I think I can offer you a lot.
My compensation is fee-based. The lifeplanning process including financial planning and financial advise I have a fixed rate of 2 times 1500 euro. This is for the private client and for a business client I have to do more in the financial planning part there is an additional 500 euro, total 3500 (excl VAT).
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