Plan that makes sense
Having a clear plan makes it easier to reach your goals — and this is especially true for finances
At Stone & belter, we believe a well-thought-out financial plan is the foundation of peace of mind. That’s why we discuss your goals – from housing and investments to protecting your family and assets. The right decisions today mean a more secure tomorrow.
Ing. Marek Jůzl EFP
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Our service is completely free for you
A plan that grows with you
A plan tailored to your life
We create a financial strategy based on your unique situation, goals, and values. It’s not a one-size-fits-all template, but a plan that grows with you through every life stage.
A comprehensive view of your finances
We consider everything — income, expenses, assets, liabilities, insurance, and investments. Personal finance, real estate, and investments come together in one smart and cohesive strategy.
A long-term partner, not a one-time service
Our work doesn’t end with a plan. We regularly review and adjust it as your life — and the market — evolves. We’re here for you now and in the years to come.
Backed by a team of experts
Your plan is shaped by experienced financial advisors, investment specialists, and real estate professionals. You benefit from the full knowledge and support of the entire Stone & belter team.
Success begins with a plan
Financial plan by Stone & belter
We prepare a personalized plan to help you achieve your goals faster
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Getting to know you
Getting to know you is where it all starts.
To truly understand your situation and financial goals, we begin with an online or in-person consultation, lasting about 60 minutes. -
Tailored plan
Finance and real life go hand in hand.
We design your plan with this connection in mind – combining your financial reality with your personal goals, so the strategy is both practical and effective. -
Our journey together
Long-term partnership you can rely on.
Life brings many changes. We continuously adapt your strategy so you can always stand on solid financial foundations.
Contact us
Together, we find solutions for your finances
Stone & belter
Partnering with the very best
