Connected Financial Planning LLC

Connected Financial Planning focuses on US citizens and their families who plan to move to Europe or live there. My firm was born out of seeing the need and lack of financial and tax planning for those headed on expat assignments, relocation for love (of a person or place) or FIRE adventure. My firm is dually registered in the US and Switzerland (where I split my time).

I primarily serve three main scenarios:

  1. US citizens and their families (US Greencard holders, US tax residents/visa holders) who wish to explore the tax and financial impact of moving abroad and better understand cross-border planning. These US-based families may also have family based in Europe and are looking for an experienced planner to help navigate gifting/estate planning.

 

2. Individuals and their families living in Europe on expat assignments, long-term or relocating for retirement. 

3. Non-US citizens who currently live in Europe and are looking to proactively plan as they immigrate into the US (either for a limited expat assignment, or more permanently). We will deep dive into planning before you become a US resident (and US taxpayer with worldwide report).

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Advisors at this Office

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This Office

1533 Austin Hwy Ste #102-417 San Antonio, TX 78218 Phone: (781) 325-1844

Primary Office

1533 Austin Hwy Ste #102-417 San Antonio, TX 78218 Phone: (781) 325-1844