Expat Financial Planning

We specialize in cross-border planning, working with U.S. professionals, retirees or business owners who either live full or part-time abroad. In my experience, expats commonly ask how to optimize their investments left in the United States, what the tax-savings strategies are, and if there are any potential financial consequences to living abroad. 

We also work with individuals across the United States who are working toward attaining Financial Independence and  Retirement Early (F.I.R.E.) Regardless of your unique situation and needs, our expertise and skills  will guide you in realizing your financial goals and making informed decisions.