Simplifying your Financial Life Across Borders

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

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

PORTFOLIO MANAGEMENT ICON

Portfolio management


Professional investment management for Expats

TAX PREPARATION ICON

Tax preparation


Expat Tax preparation services

Who we work with

CROSS-BORDER

U.S. professionals and business owners living abroad.

Retirees living abroad.

Inbound international professionals moving to the US from their home country.

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

Small businesses across the U.S. who are working towards F.I.R.E

A combination of individuals, families, and small businesses who are working toward attaining F.I.R.E and also 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

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Discovery

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

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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

Includes quarterly meetings throughout the year to ensure accountability, track goals, and adjust the initial financial plan according to/adapting to life changes.

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