Jos Drees Financial Life Planner
Master in Life Planning at Kinder Institute of Life Planning- Claim this Profile
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English Full professional proficiency
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French Professional working proficiency
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German Professional working proficiency
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Dutch Native or bilingual proficiency
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Spanish Elementary proficiency
Topline Score
Bio
Louis Vollebregt
Jos is een bijzonder mens. Hij is niet alleen geïnteresseerd in het financiële vraagstuk maar ziet vooral de mens daarachter. Hij bekwaamt en scherpt zichzelf met niet aflatende energie om steeds weer het beste aan zijn klanten te kunnen bieden. Als Master Financial Life Planner doet hij ons vak eer aan door steeds op zoek te blijven naar de beste manier om zijn klanten echt te helpen. In deze branche een unicum! Vraag Jos naar zijn Life Planning Service. U zult er geen spijt van krijgen!
Chris Mellor ⭐️Life and Financial Coach⭐️ passionate about your Financial Independence.
Jos is one of the most fantastic people that I have ever met. His enthusiasm for life and Life Planning for his clients is infectious. His passion for what he seeks to achieve with his clients knows no limits. He is warm, caring, considerate and determined to acheive only the best for his clients. If you wanted to discover your life's hidden dreams and desires then Jos is your Life Planner to take you through and onto the end of the journey. An amazing person and I am just honoured that our life paths have touched. Sadly distance means that we don't see enough of each other.
Louis Vollebregt
Jos is een bijzonder mens. Hij is niet alleen geïnteresseerd in het financiële vraagstuk maar ziet vooral de mens daarachter. Hij bekwaamt en scherpt zichzelf met niet aflatende energie om steeds weer het beste aan zijn klanten te kunnen bieden. Als Master Financial Life Planner doet hij ons vak eer aan door steeds op zoek te blijven naar de beste manier om zijn klanten echt te helpen. In deze branche een unicum! Vraag Jos naar zijn Life Planning Service. U zult er geen spijt van krijgen!
Chris Mellor ⭐️Life and Financial Coach⭐️ passionate about your Financial Independence.
Jos is one of the most fantastic people that I have ever met. His enthusiasm for life and Life Planning for his clients is infectious. His passion for what he seeks to achieve with his clients knows no limits. He is warm, caring, considerate and determined to acheive only the best for his clients. If you wanted to discover your life's hidden dreams and desires then Jos is your Life Planner to take you through and onto the end of the journey. An amazing person and I am just honoured that our life paths have touched. Sadly distance means that we don't see enough of each other.
Louis Vollebregt
Jos is een bijzonder mens. Hij is niet alleen geïnteresseerd in het financiële vraagstuk maar ziet vooral de mens daarachter. Hij bekwaamt en scherpt zichzelf met niet aflatende energie om steeds weer het beste aan zijn klanten te kunnen bieden. Als Master Financial Life Planner doet hij ons vak eer aan door steeds op zoek te blijven naar de beste manier om zijn klanten echt te helpen. In deze branche een unicum! Vraag Jos naar zijn Life Planning Service. U zult er geen spijt van krijgen!
Chris Mellor ⭐️Life and Financial Coach⭐️ passionate about your Financial Independence.
Jos is one of the most fantastic people that I have ever met. His enthusiasm for life and Life Planning for his clients is infectious. His passion for what he seeks to achieve with his clients knows no limits. He is warm, caring, considerate and determined to acheive only the best for his clients. If you wanted to discover your life's hidden dreams and desires then Jos is your Life Planner to take you through and onto the end of the journey. An amazing person and I am just honoured that our life paths have touched. Sadly distance means that we don't see enough of each other.
Louis Vollebregt
Jos is een bijzonder mens. Hij is niet alleen geïnteresseerd in het financiële vraagstuk maar ziet vooral de mens daarachter. Hij bekwaamt en scherpt zichzelf met niet aflatende energie om steeds weer het beste aan zijn klanten te kunnen bieden. Als Master Financial Life Planner doet hij ons vak eer aan door steeds op zoek te blijven naar de beste manier om zijn klanten echt te helpen. In deze branche een unicum! Vraag Jos naar zijn Life Planning Service. U zult er geen spijt van krijgen!
Chris Mellor ⭐️Life and Financial Coach⭐️ passionate about your Financial Independence.
Jos is one of the most fantastic people that I have ever met. His enthusiasm for life and Life Planning for his clients is infectious. His passion for what he seeks to achieve with his clients knows no limits. He is warm, caring, considerate and determined to acheive only the best for his clients. If you wanted to discover your life's hidden dreams and desires then Jos is your Life Planner to take you through and onto the end of the journey. An amazing person and I am just honoured that our life paths have touched. Sadly distance means that we don't see enough of each other.
Credentials
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Founding & Managing Partner
Cring - Financiële planning - Life PlanningJan, 2016- Nov, 2024 -
Master of Financial Life Planning
Kinder instutute of Life Planning (Boston, USA)Jan, 2012- Nov, 2024 -
Founding partner
Partners 4 Life, BelgiumJan, 2011- Nov, 2024 -
RLP, Registred Life Planner
Kinder Institute of Life Planning, Boston (USA)May, 2009- Nov, 2024 -
Advisor Financial Planning
€FPA-Bellgium and €FPA-EuropeFeb, 2008- Nov, 2024
Experience
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Kinder Institute of Life Planning
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United States
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Financial Services
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1 - 100 Employee
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Master in Life Planning
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Jan 2012 - Present
Appointed by the Kinder Institute, Master of Life Planning since january 2012. The very first one in Belgium and among only 20 in Europe. http://www.dreeslifeservices.be/ Appointed by the Kinder Institute, Master of Life Planning since january 2012. The very first one in Belgium and among only 20 in Europe. http://www.dreeslifeservices.be/
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Life Planning community
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Vlaanderen (Belgium)
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RLP
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2008 - Present
Nothing is so rewarding as working with a client on reaching his/her ultimate freedom. Through Life Planning sessions that align and connect personal goals and money. Money is an attribute to a fulfilled life, never a goal on it's own. Balancing time, family,money and business in order to help build towards the freedom that we all are longing for. Nothing is so rewarding as working with a client on reaching his/her ultimate freedom. Through Life Planning sessions that align and connect personal goals and money. Money is an attribute to a fulfilled life, never a goal on it's own. Balancing time, family,money and business in order to help build towards the freedom that we all are longing for.
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Jan 2003 - Present
Starting from being a pensionplanner with focus on financial coaching and showing people where their decisions are taking them through spreadsheet and other tools. I gradually moved to putting my focus on the people instead of on their money. The outcome is breathtaking for me and for my clients. We get on track to real freedom with a financial plan to back it up, a custom made financial life plan. Helping people persue their goals and coaching them on the financial path while they are on their way, is my inspiration and an incredible reward for everyone involved ! I invite you to live your life to the fullest, starting right now and being in control at the same time. Show less
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Jan 2003 - Present
Specialisation in pension planning. Cfr. helping independant entrepreneurs to maximise their fiscal opportunities and possibilities while building up a pension capital for the day that they decide that they can no longer or wish no longer work or be active in their professional activity. I only use the best companies around while assisting my clients. Many companies are attracted to this kind of approach and want to be involved closely with adapted services and products.
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1992 - Present
Since 2009 not only taking care of money issues of clients, but helping them out alining their money with their life goals. So much more fun and rewarding for clients and myself ! Financial Life planning is the only way to go if the client expects true value and commitment from his/her advisor. Not another sales pitch, not another product added to the ones he/she already has on the shelf, but added value that moves one forward to a fulfilling and meaningfull life.
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Inspector Life
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Feb 1992 - Dec 2002
As an employe I got to know the technical site of Life Insurance through a very high level company training at Swiss Life. I'm happy to have had this opportunity. Today it 's still part of my defensive way of looking at investments and pensionplans. As an employe I got to know the technical site of Life Insurance through a very high level company training at Swiss Life. I'm happy to have had this opportunity. Today it 's still part of my defensive way of looking at investments and pensionplans.
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Education
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Unizo Werkgroep Strategie
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Kinder Institute of Life Planning
Comprehensive RLP, Financial Life Planning -
€FPA - Belgium
Advisor FP, Financial Planning and Services -
Provinciale Hogeschool Limburg
Batchelor, Economics