Frequently Asked Questions
Your Questions Answered
All you need to know about our planning services
What services does Vision Budget Institute offer?
We provide comprehensive value-based planning support, including budgeting techniques, expense tracking, retirement preparation, and strategic spending reviews designed for individuals and businesses.
How can I schedule a consultation?
To book a one-on-one meeting, complete the form on our contact page at visbudinst.com/contact or call us at +41764475464. Our Zurich office at Museumstrasse 2 is open Monday to Friday.
What should I prepare before my first session?
Gather recent bank statements, monthly expense records, goal outlines, and any relevant bills. Having this information ensures our team tailors a plan that fits your situation.
Do you offer services for businesses?
Yes, we work with small and medium-sized enterprises, providing customized planning modules that address operational costs, cash flow tracking, and long-term budget structuring.
How much do your services cost?
Our fees are transparent and based on the scope of work. Pricing details can be found on our pricing page. We offer flexible packages that match various planning needs.
Is my information kept confidential?
Absolutely. All client details are handled in strict confidence, protected by secure protocols and our internal privacy standards based on Swiss regulations.
What is the Vision Budget Institute’s approach?
Our methodology focuses on clear, step-by-step planning, regular reviews, and proactive adjustments. We emphasize realistic milestones and measurable progress without overpromising.