Finance & Freedom | celestinocrypto.ch

Investment Education Service

your roadmap to financial freedom

invest smarter life better

I ask you to fill out this form before our first initial free consultation.

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• How do you rate your current knowledge of the financial world? Absolute beginner (without previous experience or knowledge), beginner, intermediate beginner, advanced

• Time and commitment How much time are you willing to invest in managing your investments (scale from 1 to 10)? 1 = passive, with minimal time investment (1 hour per month) 10 = active, with a lot of time (1 hour per day)

• Risk appetite How willing are you to take risks on a scale of 1 to 10? 1 = minimal risk 10 = maximum risk

• Investment amount and investment horizon What is the total amount you want to expose to in the markets? > 5,000 CHF > 10,000 CHF > 20,000 CHF > 30,000 CHF > 50,000 CHF > 100,000 CHF > 1,000,000 CHF

• How long is your investment horizon? Please select the appropriate option: Very short term (less than 1 year) Short-term (e.g. up to 1-3 years) Medium term (e.g. 4–10 years) Long-term (e.g. 11–20 years) Cross-generational (e.g. longer than 20 years, for future generations)

• Additional information Is there any other information you would like to share with me?

• Questions?

• What are your interests and needs?

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Investment Education Service

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your roadmap to financial freedom invest smarter life better

I ask you to fill out this form before our first initial free consultation.

your roadmap to financial freedom

invest smarter life better