German Financial Planning

5 out of 5 stars · 13 reviews

Logan D. Williams

Your financial adviser in Cologne

With me you have a coach for all financial questions at your side. No matter how much you earn: you benefit from a holistic concept for your finances.

Get to know me

With me you have a coach for all financial questions at your side. No matter how much you earn: you benefit from a holistic concept for your finances and save real money. Try it!

41

Years old

965

satisfied clients

Committed to the highest advisory quality as a member.

Learn more about me

In 5 steps to your financial goals

My advisory offer – structured and transparent.

  1. 1. Step

    Assessment of your current situation and discussion of your short- and long-term goals

  2. 2. Step

    Evaluation of the information and creation of your individual financial and retirement plan

  3. 3. Step

    Presentation and discussion of your plan in a personal meeting

  4. 4. Step

    Implementation of your personal savings and retirement goals

  5. 5. Step

    Ongoing support for all questions about your finances and retirement

Learn more about financial coaching

Your advantages at a glance

Individual financial coaching.

Your wishes & goals in focus
It's about you! As your financial coach I take the time to get to know your situation and understand what you want to achieve. And then to make possible together what's possible.
Professional concept advice
Saving, investing, insurance, retirement – I help you keep track of all financial topics and create a personalised, cross-sector concept for your financial success.
One point of contact for everything
As your personal financial coach I take care of everything important for you, advise you when something in your life changes, and help you turn your savings and retirement goals into action.

One life – many possibilities

What life dream are you pursuing?

Sometimes it is just one decision that leads to a completely different life. Especially in decisive moments it is important to have someone at your side you can trust. Someone who coaches. And who helps you get the best out of your life.

However you want to live your life: I help you make the right financial decisions.

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What my clients say

Experiences & testimonials – from these you can get an idea of how satisfied clients are with my advice.

Emma N.
My financial goals within reach!

Logan helped me bring my financial goals within reach. Thanks to his help I feel secure and motivated.

Wolfgang V.
Logan Williams – The partner for financial freedom!

Mr Williams showed me how to achieve financial freedom. His advice was exactly what I needed.

Steven Marks
Professional advice and friendly service

Logan was professional with every step in the consultation process and went above and beyond to present me with the best offer for my circumstances. If you have questions – Logan is your man!

Kimberly Cuskelly
Logan Williams is unbeatable!

Logan Williams was fantastic! Very professional and friendly, he helped me with every aspect of my financial needs. Can recommend 100%.

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Frequently asked questions about my advice

FAQ & guide

How does an advisory session work?
In a first session we capture your financial situation – including your income and expenses and your current coverage. We also talk about your goals and wishes. I then develop a tailored concept for your protection, retirement and wealth building. In a follow-up session I present the right products to help you reach your goals.
What does financial coaching cost?
There are no direct costs for you as part of financial coaching. If you sign contracts, a commission is payable; you do not pay this as the customer – it is included in the product prices. You do not have to pay for ongoing service around the products and financial planning either.
How long does a session take and where is it held?
You should allow about 90 minutes each for initial and follow-up sessions. Sessions can take place at your home, at the office, or online.
I don't have much money – why do I need a financial coach?
Simple: so that can change! As a financial coach I help you get a clear view of your income and expenses and spot potential savings or optimisations – tailored to your situation and wishes.
Do I need to prepare anything for the session?
Ideally have your current payslip and an overview of your current insurance and other financial products to hand. Everything else will come out in the conversation.

My contact details

Logan D. Williams – Vermögensberater in Köln | German Financial Planning