Our Financial Planning Roadmaps for International individuals start at $5,000 for one person.

For two international people and international families, the fee starts at $6,500 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 offer a monthly subscription at $149 per month per person.

This provides you with a structured monthly topic, that includes an educational element, a ‘homework’ element to apply to your own situation, and question submission for a Q&A recording.

The Q&A recording covers topics submitted by anyone within the subscription program to allow for further learning and application.

The ‘homework’ elements to complete to cement the topics we have covered in that month are designed in a specific way.

You will be provided with tools to assist in completing these tasks assigned.

Topics can include subject matter such as:

- How to navigate basic tax forms,

- Social Security/State Pension and other state benefits,

- Multi-country Credit Scores and how to build,

- Navigating the financials of purchasing a home and your options,

- Restrictions in country of residence and more.

There is a minimum time period of 12 months and as mentioned, fees are per person.

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

For clients not enrolled in the subscription plan, the applicable fees are $399 per hour for a two-hour minimum.

Subscription clients can schedule a 1:1 session for $249 with no hour minimum.