We offer an array of wealth management solutions
in one place to simply your life
Financial planning
A comprehensive approach of finance, accounting, and psychology
Portfolio management
Professional investment management for expats
Tax preparation
Expat tax preparation services
Who we work with
EXPATS
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
Regardless of your unique situation and needs, our expertise and skills will guide you in achieving 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
Discovery
Embodies the soft skills of understanding your goals, motivations, personality, and learning style. This is the foundation.
Planning
Entails a series of three meetings once per month to create your comprehensive initial financial plan.
Implementing
Involves working together to execute the recommendations of the initial financial plan. This step can take three to twelve months.
Monitoring
Quarterly meetings through the year to ensure accountability, track goals, and adjust the financial plan according to/adapting to life changes.
Read our latest financial articles
How do I go about getting a new driver's license in Spain? Compared to the United States, Spain has similar...
Homeownership in Spain Spain has a very high homeownership rate, with around 80% of residents owning their own homes and...
1. Will your current investment strategy still work? Strategies and investments that worked well in the U.S. may not work...
Investing can be intimidating for many, but the best way to invest appropriately is by understanding that your behavior at...
