We offer an array of wealth management solutions
in one place to simply your life
A Comprehensive approach of finance, accounting, and psychology
Professional investment management for Expats
Expat Tax preparation services
Who we work with
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.
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.
Our personal financial planning process
In 4 Steps
Embodies the soft skills of understanding the client's goals, motivations, personality, and ways of learning. This is the foundation.
Entails a series of three meetings once per month to create your comprehensive initial financial plan.
Involves working together to execute the recommendations of the initial financial plan. This step can take three to twelve months.
Includes quarterly meetings throughout the year to ensure accountability, track goals, and adjust the initial financial plan according to/adapting to life changes.
Read our latest financial articles
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By Donna Sellinger Editor, contribution by Victor Gersten, M.S., CFP® | Nov 22, 2020 Editorial note: Barron´s Is it possible to...
By Brianna McGurran Editor, contribution by Victor Gersten, M.S., CFP® | Nov 12, 2020 Editorial Note: Forbes may earn a...