Book Your Expat Pro Planning Session

Your $50 payment covers our 30-minute one-on-one Expat Pro Planning Session.
It secures your slot and covers preparatory work. This fee is non-refundable.
Session Intake Form

Step 1: Pick Your Date & Time


Step 2: Complete the Intake Form

Please answer a few quick questions so we can tailor your session to your needs:


Terms of Service & Privacy

  • Educational Only: This session is for educational purposes and does not constitute tax, legal, or financial advice.

  • Non-Refundable Fee: Your $50 payment is non-refundable but will be applied toward any future services if you proceed with our referred advisor.

  • Data Use: We will use your intake information solely to prepare your personalized roadmap and, with your consent, to refer you to our vetted U.S. advisor network.


Step 3: Complete the Payment and Secure Your Slot

Please answer a few quick questions so we can tailor your session to your needs:


Get connected to a specialist Financial Advisor