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Sarah

Advisor
Age
31-45
Nationality
Swiss
Civil status
Married
Kids
Yes
Passionate about
My family
The planet and making a difference
City, Country
Genève, CH
Sarah Headshot
I'm your right coach because
Helping women get started in investing inspires and motivates me. I even wrote a book, « Women are worth it » to help the next generation of women to become financially empowered!

With over 15 years of financial experience, this is what I can help you with :

- Draw your ideal financial plan
- Carry a 2nd opinion on your current investments to identify strengths & weaknesses and provide practical improvement tips
- Help you with your wealth management so you can focus on what matters most to you
I can support you in the following:
Estate Planning (e.g. Inheritance, Legacy)
General advice, e.g. review of a personal situation
Help you make a more sustainable impact with your money (e.g. impact investing, philanthropy)
Specific investment advice, e.g. build/manage an existing portfolio
Financial knowhow required
Beginner
Beginner with some financial literacy experience
Intermediate
Advanced financial literacy
I can interact with you
Online
Face to face
Skills & Qualifications
Company name Lyra Wealth SA
Function / Role Partner
Place of work Independent professional
Years of experience 10 - 20 years
FINMA Regulated
Regulatory (FCA) Authorized: No
Contact me