As an American expat, your financial well-being depends on how well you understand and navigate the complexities of U.S. tax law and your country of residence's tax rules. It’s important to note that struggling or even failing to do so, however, isn’t a reflection of one’s ability to manage their own finances. 

Instead, we encourage people to think of cross-border financial planners as part of your expat support team. Just as you may have organized your move with an immigration attorney and connected with expat and foreign tax filing specialists, cross-border financial planners also have a role to play in supporting the logistical framework of your expat life. 

Whether or not our team is a fit for you is an important decision only you can make, and we are committed to clarifying and supporting you in doing what feels best for you from the moment we meet.