AI-enhanced consulting firm in France

Our process

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At the house of Balmont Conseil, Each mission is based on a structured, fully digitalized, and secure methodology. This process guarantees perfect compliance, flawless analysis, and controlled execution, regardless of the complexity of your situation.

Personalized analysis

Phase 1: Diagnosis & Framing

The crucial step in defining the trajectory of our collaboration.

1. Initial Contact & Qualification

An initial consultation to map your situation (personal, professional, tax-related) and identify your true objectives. This consultation determines the nature of our intervention.


2. Analysis & Scoping

We structure your case to identify immediate risks and priority growth levers.


3. Proposal & Validation

We are sending you a detailed mission proposal including a precise scope and a transparent estimate of fees.

Phase 2: Compliance & Collection

The legal and technical foundation of your case.

4. Regulatory Compliance

Before any start-up, we secure the legal framework: sending of regulatory documents and mandatory electronic signature.


5. Data Collection

Centralizing your information (assets, liabilities, legal structures) in a secure digital environment.

Phase 3: Engineering & Recommendations

Wealth intelligence in action.

6. In-depth Analysis & Modeling

Thanks to our robust models, we perform financial and tax simulations to project different strategic scenarios.


7. Recommendations & Arbitrations

Presentation of your tailor-made strategy: investment solutions, tax optimization and legal structuring. You remain the sole decision-maker.

Phase 4: Execution & Long-Term Management

Transforming strategy into tangible reality.

8. Operational Implementation

We coordinate all partners and suppliers for the deployment of the contracts and arrangements selected.


9. Dynamic Monitoring & Adjustments

Regular performance analysis and reactive adjustments based on market developments and your situation.

Transparency & Commitment

Commitments & Transparency of the Process

PillarBalmont Consulting Engagement
Rigour & MethodA structured 10-step process guaranteeing quality of analysis and traceability.
Digital ComplianceElectronic signature required and strict compliance with the European regulatory framework.
Financial TransparencySystematic quote before mission and clear invoicing with no hidden fees.
Data SecurityCentralization of asset information in a secure digital environment.
Strategic AgilityDynamic adjustments of allocations based on market and life changes.

Chronology of a typical mission

Commitments & Transparency of the Process

Phase of the ProcessAverage Observed DelayKey Objective
1. Diagnosis & Scoping1 to 2 weeksDefine the scope and validate the quote.
2. Collection & Compliance1 weekSecuring the legal framework and the data.
3. Analysis & Engineering2 to 4 weeksDesign a customized strategy.
4. Implementation2 to 8 weeksDeploy the solutions and investments.
5. Management & MonitoringUnlimited (Annual)Adjust the strategy in real time.

The key takeaways from this process:

  • Security: No mission will begin without a validated legal framework.
  • Clarity: You know exactly what is being done, when, and at what cost.
  • Independence: The recommendations are reasoned and submitted to your final decision.

    • A Method Dedicated to Your Serenity

    The rigor of our process guarantees your peace of mind. By eliminating improvisation in favor of a certified and digital methodology, We transform the management of your wealth into a seamless, transparent and highly secure experience.

    With Balmont Conseil, You not only benefit from one-off advice, but from an engineering infrastructure designed to last and adapt to every stage of your life.

    Begin your wealth transformation

    The success of a strategy lies in the precision of its execution. Let's start today to structure your assets with the method and rigor they deserve.

    Alexis Sagnier

    With over 17 years of expertise in financial engineering, Alexis Sagnier assists executives and expatriates in securing their cross-border challenges.

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    Ready to structure Your future?

    Whether you are in Lyon or on the other side of the world, Alexis Sagnier and the Balmont Conseil team are ready to listen to you.
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