Simplifying your Financial Life Across Borders

Let’s make a customized money investment plan that fits your needs!

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We offer an array of wealth management solutions
in one place to simply your life

FINANCIAL PLANNING ICON

Financial planning

A comprehensive approach of finance, accounting, and psychology

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PORTFOLIO MANAGEMENT ICON

Portfolio management

Professional investment management for expats

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TAX PREPARATION ICON

Tax preparation

Expat tax preparation services

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Who we work with

CROSS-BORDER

Pre-retirees and retirees planning to move abroad

Retirees living abroad

Professionals and business owners living abroad

Expats commonly ask how to optimize their investments, what the tax-savings strategies are, and if there are any potential financial consequences to living abroad.

F.I.R.E

Individuals in the technology industry across the U.S. who are working towards attaining Financial Independence and Retirement Early (F.I.R.E.)

Professional services providers (psychologists, attorneys, doctors) across the U.S. who are working towards F.I.R.E

A combination of individuals in the technology industry and professional service providers working toward attaining F.I.R.E. and looking to possibly retire abroad.

Regardless of your unique situation and needs, our expertise and skills will guide you in realizing your financial goals and making informed decisions.

Our approach to personal financial planning is unique. Typically when a prospect searches “financial planners near me,” they encounter professionals in the financial services industry who are generalists and cover very broad audiences, working with a wide spectrum of ages, occupations, locations, and income levels.

I only focus on a handful of clients and niche markets to provide my clients with the most relevant and current industry knowledge, resources, and expertise that other financial professionals do not possess. This way I can create tailored money investment plans to meet your specific needs.

Victor Gersten EA

Our personal financial planning process

In 4 Steps

Discovery-icon

Discovery

Embodies the soft skills of understanding the client's goals, motivations, personality, and ways of learning. This is the foundation.

Planning-icon

Planning

Entails a series of three meetings once per month to create your comprehensive initial financial plan.

Implementing-icon

Implementing

Involves working together to execute the recommendations of the initial financial plan. This step can take three to twelve months.

Monitoring-icon

Monitoring

Quarterly meetings through the year to ensure accountability, track goals, and adjust financial plan according to/adapting to life changes.

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