Our Financial Planning Roadmaps for International individuals start at $5,500 for one person.

For two international people and international families, the fee starts at $7,500 dependent upon complexity.

Topics will include all sections covered in our domestic reports where relevant, in addition to:

- Unique challenges of managing finances across jurisdictions,

- International tax treaty considerations,

- Multi-country Retirement/Pension reviews,

- Cross-border estate and retirement differences, and

- Multi-currency strategies.

These roadmaps take you from A-Z and include advice on your legacy decisions.

These roadmaps are thorough, holistic and designed to be a source material for reference throughout life, regardless of the country you end up in as these ‘what if’ scenarios are typically reviewed together prior to completion.

Amendments are only recommended to be needed if significant changes occur to the data used for analysis.

We only offer cross-border/international hourly services as follows:

For clients not enrolled in our other planning services, the applicable fees are $399 per hour for a two-hour minimum.

Roadmap clients that have no ongoing services after completion of roadmap can schedule a 1:1 session for $299 per hour for a two-hour minimum.