Features & Benefits
What You’ll Walk Away With
Leave the session with more clarity about your U.S. accounts, a simple written summary of your situation, and practical next step options to explore with qualified professionals.
Personal Asset Snapshot
High level look at your main U.S. holdings such as 401(k)s, IRAs, property, and investment accounts so everything is listed in one place.
Tax & Reporting Question Checklist
We flag common U.S. filing topics that may affect expats, such as FBAR or FATCA, so you know which questions to raise with a qualified tax professional.
Next Step Options Checklist
A simple checklist of typical actions expats often consider, such as reviewing old 401(k)s, checking insurance coverage, or speaking with an attorney. You decide which options fit your situation.
Referral and Resource Guide
Introductions to independent U.S. licensed advisors, tax professionals, and other resources when appropriate so you can choose who to speak with next.
Secure Your Session Today
No more guesswork. Just a clear plan built for expats like you.
How It Works
A simple 4 step process to help you organize your U.S. accounts and questions as a U.S. expat with cross border ties.
Book & Pay $50 USD
Confirm your Expat Pro Planning Session with a one time 50 USD fee at booking. This secures your slot and covers preparatory review.
Complete Intake Form
Fill out a short form with basic details about where you live now, which U.S. accounts you hold, and your main concerns. We do not ask for account numbers or documents.
30 Minute Planning Conversation
Meet one on one to walk through your situation at a high level, clarify your questions, and highlight topics to review with a licensed financial advisor or tax professional.
Summary and Next Step Options
Receive a brief PDF summary of key points from the call plus introductions to independent U.S. licensed advisors where appropriate. You decide if you want to speak with any advisor.
This session is for education and orientation only. American Expat Advisors does not provide financial, legal, or tax advice.
Testimonials
What Clients Are Saying
Real stories from expats who left with more clarity and a better sense of their next conversations with professionals.
“I was unsure how to handle my old 401(k) and health coverage after moving abroad. The Expat Pro session helped me organize my situation and understand which questions to take to a licensed advisor. The introduction that followed made it easy to continue the conversation.”
Sarah M.
US→Spain
“Paying 50 dollars up front gave me a focused conversation that finally put everything in one place. The checklist helped me see what to handle around taxes, bank accounts, and insurance, and then I spoke with the right professionals to move forward.”
David L.
US→Thailand
Frequently Asked Questions
Have a Question?
We’ve answered the most common questions to help you feel confident and informed before scheduling your session.
No. The Expat Pro Planning Session is educational and for orientation only. We help you organize information, clarify your situation, and highlight topics to discuss with licensed financial advisors, tax professionals, or attorneys. Any decisions about investments, taxes, or legal matters should be made with qualified professionals.
This session is designed for U.S. connected individuals who have or expect to have U.S. assets or reporting obligations. If you are not sure whether that applies to you, you can still book a session and we will help you determine whether speaking with a U.S. licensed advisor makes sense.
You can pay securely online by debit or credit card at the time of booking. Your payment confirms your session and covers our preparation time.
Yes. You can reschedule up to 24 hours before your appointment by using the reschedule link in your confirmation email. The 50 dollar fee is non refundable once the session has taken place.
Compliance & Disclaimer
American Expat Advisors is an educational and marketing platform. We are not a licensed financial advisory firm. We refer individuals to independent U.S. licensed financial advisors who specialize in serving Americans living abroad. We do not provide financial, legal, or tax advice. Please consult a qualified professional regarding your individual situation.
© 2025 American Expat Advisors