Financial Solutions for Expats
Embarking on a financial journey can be daunting, but you're not alone. Whether you're starting a new chapter overseas or planning for the future, we're here to guide you with a non-judgemental approach. Your financial well-being matters, and we're dedicated to helping expats just like you thrive abroad.
Let's navigate this together and create a solid foundation for your financial future.
Financial Wellness Checkup
Introducing our Financial Wellness Checkup, a service designed to assess and enhance your financial wellbeing. We begin by gathering detailed information about your finances and discussing your acute financial needs. This typically covers two of our core services. We diagnose any financial challenges you may be facing and provide tailored solutions to remedy these issues, ensuring a path to financial stability and success.
This takes places over two 60-minute sessions.
Starting at $1200 individuals | $1600 families
Comprehensive Financial Mastery Program
This premium program includes an in-depth cash flow review, a comprehensive financial overview, and personalized goal setting tailored to the unique challenges of living abroad. Additionally, we provide expert education planning and retirement planning education to secure your financial future while overseas. You will receive actionable items customized to help you achieve lasting financial wellness. Each aspect of this program is designed to provide you with a thorough understanding of your financial landscape and a clear path to your financial goals, no matter where in the world you are.
This takes place over four 60-minute sessions and one optional follow-up session.
Starting at $1800 individuals | $2200 families
Expat Financial Navigator Program
Upon completing one of our premier programs, continue your journey with our Expat Financial Navigator Program. This monthly subscription service includes two 40-minute financial counseling sessions per month, providing you with consistent cross-border financial mentoring and financial coaching. Our program helps you stay accountable and offers the reassurance of having a dedicated financial thought partner by your side. It's ideal for those with strong feelings around finances, undesirable spending behaviors, or anyone who wishes to maintain steady financial guidance throughout their overseas living. With the Expat Financial Navigator Program, you can confidently navigate your financial life, knowing expert support is always within reach.
$200/month upon completion of program
Programs require a 50% payment upon signed engagement agreement and remaining 50% payment by final meeting. Monthly subscriptions occur on a monthly reoccurring basis unless cancelled.
