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Financial Planning for Expats

Planning For The Future When Living Abroad

Americans living abroad have additional needs and challenges with their financial plan, including international tax implications, currency fluctuations, and much more.

As expat financial planners, we understand the implications of expat life on financial goals.

Our financial planning services start with identifying your most important life and business goals. We assess your financial objectives through one-on-one interviews, discussion, and our risk assessment tools.

From there, we create a holistic financial plan to help you achieve your goals.

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What Is A Holistic Financial Plan?

A Holistic Financial Plan covers more than investments. It addresses all of the following elements:

  • Investment portfolio
  • International tax strategy
  • Cash flow & budget
  • Risk management & insurance
  • Education savings
  • Retirement planning
  • Estate planning

Your custom comprehensive plan is developed by one of our Certified Financial Planners, using best-in-class financial planning software.

Learn more about our investment philosophy.

Choose the Right Financial Plan for Your Needs

We offer expat financial planning in two formats.

Creating Your Holistic Financial Plan

Obtain your holistic financial plan and implement, monitor, and adjust it yourself.

This option is great for people who want a one-time evaluation but are comfortable with taking it from there. They have the time and knowledge to use our advice to manage it on their own.

Holistic Plan

One-time personalized financial plan

INCLUDES:

  • Interview
  • Risk assessment
  • Personalized personal plan covering all major planning elements
  • Plan presentation, review and discussion
$2,500

Providing Ongoing Guidance

Or, you engage us to help implement, monitor and periodically update the plan. You won’t have to spend time to stay on top of everything. We do, so that you can focus on your most important personal and business goals.

This option is best for people who don’t want to manage everything themselves.

Ongoing Guidance

Year-round financial planning and monitoring

INCLUDES PERSONALIZED PLAN, PLUS:

  • Quarterly check-in and rebalance
  • Quarterly estimated tax payment preparation
  • Tax planning review, tax loss harvesting
  • IRA contribution review
  • Retirement projections update
  • Estate planning check-up
  • Year-round support and advisory

Our year-round financial planning and plan monitoring service is ideal for clients who want continued support and advising.

We believe that long-term relationships are fundamental to successful financial planning. This means that as your life and goals change, we’re here for you.

Schedule a call with one of our experts to discuss which plan best meets your needs.

Schedule a Free Introductory Call