Financial advisory for young families and individuals
I help young families and individuals organize their finances so they know what they can afford and when we'll get there. Together and stress-free.
"It is obvious she does her job with her heart and soul."
— Bára, MělníkI don't just deal with numbers and rates
It's not just about finding a good rate. I mainly focus on whether you can comfortably afford the mortgage and budget even in 3 years when kids, a job change, or other life plans happen.
Human approach
I'll explain everything clearly and humanely — without overly complex jargon.
Your interests first
As an independent advisor, I care about your goals and your family. We look for the right solution for you — not for commissions.
"Goals without a plan are just wishes.
A plan without goals is just a spreadsheet.
Sense is created in between."
Choose an area you are interested in. Try different scenarios and see how the numbers change.
Expected value at the end of the investment
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💬 Want to get the most out of your savings?
The real return depends on choosing the right tools, your risk profile, and investment horizon. Let's find a strategy that earns money and lets you sleep peacefully.
Monthly payment
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💬 Thinking about your own home?
The interest rate is just the beginning. It's important to choose a bank that lends to you under conditions suitable for your situation, and to set payments so you can afford them even in a few years when family dynamics change.
Your monthly income
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💬 Money disappearing and you don't know where?
Setting a budget is the first step. Keeping it is the second. Together we will find the leaks where money escapes and set up a system that won't restrict you, but give you financial freedom.
You will reach your goal in
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💬 Do you have dreams you need to save for?
Whether it's a car, a wedding, or a rainy-day fund, with a clear plan and the right product, you'll get there much faster and more efficiently than just with a regular bank account.
RECOMMENDED LIFE INSURANCE
0 CZK
💬 Want certainty if something happens?
Insurance isn't about paying the most, but having the right risks covered – loss of income, disability, or critical illnesses. Let's check if you aren't paying for ineffective coverage.
With an extra payment you save
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in interest
💬 Debts getting over your head?
Don't let interest drag you down. We will find a suitable strategy to get rid of debts as quickly and efficiently as possible (e.g., by refinancing or consolidating). Every saved month counts here.
AT 65 YOU WILL HAVE
0 CZK
💬 Want peace and freedom in your old age?
The state won't take care of us. A real retirement plan depends on when you start, how you utilize state contributions and tax deductions. The sooner we start, the cheaper it will be for you.
🏘️ Find out if your property is correctly insured
Underinsurance is one of the most common mistakes in insurance contracts — and in the event of a major claim, it can cause a significant financial loss. Let's check together if your insured amount matches the actual value of your property.
Free consultation (30 min)
The initial meeting is free and takes place online (or personally in Prague and its surroundings). We will find out exactly what you are dealing with, what your options are, and if we click personally. No pressure to sell.
Analysis and plan
We will review your situation as a whole and put together a specific financial plan tailored to your goals.
Ongoing support
I stay with you moving forward. A plan evolves in life — and I am here when things change.
I help young people and families fulfill their financial goals so they fit into real life.
I know finance isn't just about numbers. Priorities change, housing comes, kids, uncertainties, and new goals. That's exactly why I work with a financial plan as a whole — not with individual decisions without context.
I am not an advisor who only looks at spreadsheets from a desk. I am a mother of two and I know very well what it's like to plan the future with a mortgage, rising expenses, and occasional uncertainty. That's exactly why I look for solutions that bring you the absolute most important thing – peace at home.
You are figuring out your first home and don't know what you can afford
You are planning a family and want to have your finances under control
You have a mortgage and want to optimize it — rates, refixation, extra payments
You earn money, but at the end of the month you don't know where it goes — you finally want a clear overview, build an emergency fund, and manage your money meaningfully.
Do you recognize yourself in this?
Real reviews from real clients. Specific results vary depending on individual situations.
„Paní Vendula je velice lidská a znalá ve svém oboru. Komunikace vždy efektivní s požadujícím výsledkem. Vřele doporučuji. :)"
„Paní Vendula je moc sympatická, komunikativní a znalá ve svém oboru. Vždy mi dobře poradila a komunikace s ní je na velmi přátelské úrovni."
„Slečna je moc milá, skvělá komunikace, vše rychle a snadno zařízeno, 100% spokojenost, určitě doporučuji!"
„Vendula je velmi příjemná a milá a poradí přesně to, co člověk potřebuje, nabídne i více možností na výběr a laicky vše vysvětlí. Je ochotná a především velmi trpělivá."
„Je vidět, že to co dělá, je srdcem a duší. Je vidět že svou práci dělá ráda a je na svém místě. Mohu doporučit všem co nevědí i těm co vědí."
„Wendy is an expert in the financial and insurance sector. She has in-depth knowledge and is able to find the perfect solution for every situation. It is a pleasure to deal with her."
Choose the way that suits you better — book a time right away, or leave me your contact info and I will reach out to you.