Financial advice made for you.
Adapted to the new realities of women in Europe: your career, your family and your own wealth, with a clear plan in writing.
Secure payment · or start with a free 30-minute call · or call us: +33 6 77 16 01 82
Financial planning built around your goals.
We take the time to understand you and your household, define your goals and build your plan accordingly.
Understand where you are
A deep look at your finances today: income, savings, property, pensions, debts. We define your goals and priorities together.
Plan where you want to be
A personalised plan that puts your goals in order and gives you concrete steps to make real progress.
Prepare for life's transitions
A new job, a career break, a divorce, an inheritance, children, ageing parents, retirement: we run the numbers before you decide.
How it works
Tell us about your situation
A 2-minute form or a free 30-minute call. We get to know you before recommending the next step.
Book and pay your session
You receive the questionnaire and the list of documents. Already know what you need? Start here.
Your session (60–90 min)
We study your case beforehand. In the session we go through your options together.
Your plan in writing
Within a week you receive your plan. Then, if you want, ongoing support.
Money affects women differently.
More career breaks, more part-time work, longer lives and smaller pensions. The financial industry was not built with this in mind. Our plans are.
Source: Eurostat, 2024 data.
The decisions we help with
Buying a home
Can I afford it, and what does it change?
Retirement
How much is enough, and when.
An inheritance
What to do with it, and what not to rush.
Separation or divorce
Your finances, on your own, on a clear footing.
Family and children
Having children without losing security.
Changing jobs
A raise, a break, part-time.
Moving abroad
Accounts, pensions and taxes in two countries.
Starting a business
How long you can hold out, and what it needs.
Saving and investing
How much, where, and in what order.
Three ways to work together.
An independent adviser charges €1,000–2,000 for a plan. Ours starts at €290. Not sure yet? Start with a free 30-minute call.
Clarity session
One decision, the numbers, and a written summary.
- One decision: home, career break, inheritance…
- 60 minutes online
- Two-page written summary within 48 hours
- Deducted in full if you take your plan within 30 days
Your financial plan
Price by your household's net monthly income (yours, or yours and your partner's). Self-declared.
- Questionnaire and case study before the session
- 60–90 minute session, online
- Your plan in writing, within a week
- Two weeks of follow-up questions by email
Ongoing support
After your plan, keep us in your corner. Paid once a year, no automatic renewal, by the same income tiers.
Your plan updated once a year, one 45-minute review, written questions answered within 48 hours.
A review every quarter, a call before any big decision, unlimited written questions, your plan updated whenever life changes.
Available after your first plan. Never a percentage of your assets.
Good advice costs a few hundred euros. Bad advice costs thousands.
Three examples, with the numbers behind them.
0.3 points less on a €300,000 mortgage over 25 years. Knowing what to ask for, and where, is worth more than any plan costs.
€50,000 invested for 20 years at 2% in fees instead of 0.3%. Same market, same risk: a third of your return goes to someone else.
38, Madrid, €3,400 net a month, wants to buy a flat. Her plan (€390) freed €280 a month without giving anything up.
Illustrative calculations, rounded. A bank sells you a product; an adviser paid by a bank sells you what pays them. We only work for you, and the plan is yours to keep.
A team that listens makes all the difference.
We are a team of women helping other women build long-term wealth. Close, accessible, and made for us, our families and the generations to come.
Our speciality: women who have lived, worked or invested in more than one country. Pensions here, savings there, taxes in both: we put it all in one plan.
L Investit started with the women around us: friends, colleagues, founders. Brilliant, international, doing well in their careers, with accounts in three countries and no real plan. Not because they couldn’t, but because nobody had made it simple. We are economists and financial-markets specialists who spent years in investment banking. Now we sit down with you and do exactly that.
Questions
Is this investment advice?
No. We do financial planning and education. We don't recommend products or manage money. When you need a tax adviser, notary or broker, we tell you what to ask them.
Is it only for women?
It's designed around women's lives — longer retirements, career breaks, pay gaps. Everyone is welcome.
Why does the price depend on my income?
So that the same service is affordable at €30k and at €150k. Income is self-declared: we ask for it in the questionnaire anyway, because your plan depends on it.
I have money in several countries. Can you help?
Yes, that's our speciality. We work in English, French, Spanish and German.
What happens after I book?
You receive the questionnaire and the list of documents by email. We study your case, we meet for 60–90 minutes, and within a week you have your plan in writing.
I don't know what I need. Where do I start?
Tell us your situation in the 2-minute form or book a free call. We'll tell you if and how we can help, with no obligation.
Let's look at your numbers.
Book your session, or start with a free call.
Services
Your financial plan in writing and, if you want it, ongoing support. Here's how it works.
Tell us about your situation
A 2-minute form or a free 30-minute call. We get to know you before recommending the next step.
Book and pay your session
You receive the questionnaire and the list of documents. Already know what you need? Start here.
Your session (60–90 min)
We study your case beforehand. In the session we go through your options together.
Your plan in writing
Within a week you receive your plan. Then, if you want, ongoing support.
The decisions we help with
Buying a home
Can I afford it, and what does it change?
Retirement
How much is enough, and when.
An inheritance
What to do with it, and what not to rush.
Separation or divorce
Your finances, on your own, on a clear footing.
Family and children
Having children without losing security.
Changing jobs
A raise, a break, part-time.
Moving abroad
Accounts, pensions and taxes in two countries.
Starting a business
How long you can hold out, and what it needs.
Saving and investing
How much, where, and in what order.
* We don't sell or recommend products, we don't manage your money, and we don't replace your tax adviser, notary or broker.
Trusted advice for your wealth.
A close, approachable team with the training and experience the job requires: financial markets, investment, economics and tax. Seven years in investment banking taught us to read numbers with rigour; now we put that to work for your life.
L Investit started with the women around us: friends, colleagues, founders. Brilliant, international, doing well in their careers, with accounts in three countries and no real plan. Not because they couldn’t, but because nobody had made it simple. We are economists and financial-markets specialists who spent years in investment banking. Now we sit down with you and do exactly that.
Different realities, different plans.
Women take more career breaks to care for children and parents. Their earning power stalls earlier. Their businesses are less likely to get funded. They save less for retirements that last longer. The traditional financial industry, built by men for men, doesn't account for any of this.
You deserve a plan that considers your life, your goals and your values, made by someone who understands the uneven playing field and wants to do something about it.
We are independent.
We have no agreements with banks, insurers or asset managers. Nobody pays us to recommend anything, so the only thing that weighs on our recommendations is your interest.
How we use artificial intelligence
Yes, we use it. With clear rules.
Sorting data, preparing drafts, translating, summarising. The time saved goes into thinking about your case, not into paperwork.
Every analysis and every recommendation goes through me before it reaches you. I sign them.
It trains no model. It is used for your plan and for nothing else.
If you write or call, I answer.
We use advanced AI systems to organise and analyse your data faster and to test scenarios. It gives us more time to think about your case.
Don't base your financial decisions entirely on an AI. Markets change every day, an AI can state a wrong figure with total confidence, and even the people who build these systems cannot fully explain how they reach an answer. Use it to understand; decide with a person who is accountable to you.
Let's look at your numbers.
Book your session, or start with a free call.
Calculator
A rough look at where you're heading. Not advice.
Your situation
Want the real picture?Your plan includes pensions, taxes, property and countries.
For information only. Assumes constant returns, before inflation, taxes and fees.
Want to go through it together?
This diagnostic is educational. It is not personalised investment advice and recommends no financial product.