- FAQ
How Can We Help?
Choose a category to quickly find the help you need:
Working with an Advisor
Whether you’re planning for retirement, managing a career change, or navigating significant life events, EINIT understands the challenges that accompany such transitions. We provide expert financial guidance for clients in various situations:
- Loss of a Loved One: We assist with estate planning, tax planning, investments, and more to help you build a secure financial future during difficult times.
- Inheritance: We help you make the most of inherited assets through thoughtful, expert guidance.
- Retirement: We ensure our clients can retire confidently with comprehensive wealth management.
- Career Change: We provide expert financial advice to ease the transition during career changes.
EINIT maintains a personalized approach with a low client-to-advisor ratio, ensuring attentive and customized financial guidance. Our award-winning team is led by experienced professionals who are deeply passionate about their work, resulting in a client retention rate of 98%.
Yes, EINIT is an independent, fiduciary, and fee-only firm. We have taken an oath to prioritize your best interests and provide full and fair disclosure of all important facts. As a fee-only wealth management firm, we never receive commissions or kickbacks, ensuring our recommendations are always in your best interest.
Yes! We collaborate with any professionals already guiding you, such as accountants, estate planning attorneys, and insurance agents, to optimize the advice we provide. We also have trusted relationships with various professionals to support your financial journey.
No. Your initial meeting with EINIT advisors is complimentary. During this meeting, we will answer your questions and determine if we are the right advisor for you.
Financial Planning Support
Yes! Whether planning for retirement, changing jobs, or saving for a child’s education, we build customized financial plans to help you reach your goals and secure your financial future.
We update your financial plan annually, ensuring it remains a living, breathing document that adapts to your evolving needs.
Yes! Our interactive, user-friendly software allows you to stay on top of your finances through the EINIT client dashboard, offering real-time tracking of spending and account balances with secure encryption.
Investment Management Support
As independent, fee-only, fiduciary advisors, we have access to thousands of investment solutions and partner with top research firms to vet every investment recommendation. Our disciplined process includes rebalancing portfolios to ensure long-term resilience and alignment with your financial goals.
EINIT offers both financial planning and investment management. If you seek only stand-alone financial planning, we may not be the right fit.
- Chartered Alternative Investment Analyst (CAIA): This certification focuses on alternative investments such as hedge funds, private equity, and real estate.
- Financial Risk Manager (FRM): This certification specializes in managing financial risk, including market risk, credit risk, and operational risk.
Getting Started
Finding a trustworthy wealth management firm is crucial. Click the link to our calendar or call our office at +48 790 543 008 to set up your initial complimentary consultation. We will review your financial picture and evaluate if we are the best financial advisor for you.
You still have a question?
If you cannot find an answer in our FAQ, feel free to contact us. We will respond shortly!
