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White Coat Planning’s focus is on helping people make better decision across every area of their financial life. We create a comprehensive, evolving financial plan that integrates income, spending, debt, insurance, investments, and taxes because it’s impossible to give good advice or manage investments without understanding people’s goals and personal situation. At White Coat Planning, you will get good advice at a fair price!
At White Coat Planning, I support Lead Planners in delivering comprehensive, fiduciary financial planning designed to help clients build long-term wealth. I analyze clients’ full financial picture—including income, spending, debt, insurance, investments, and taxes—to develop clear, actionable strategies.
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Unfortunately, we’re unable to offer free samples. As a retailer, we buy all magazines from their publishers at the regular trade price. However, you could contact the magazine’s publisher directly to ask if they can send you a free copy.
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No, we don’t have a physical store location at the moment. We accept only orders through our online shop and we’re shipping all orders with the Swiss Post Service. Please visit our shipping section for more details.
From time to time you will find us at design fairs and popup markets in Switzerland. Subscribe to our newsletter and you’ll receive the latest news.