Features & Benefits
What You’ll Walk Away With
Walk away with clarity, confidence, and a clear action plan—designed specifically for your cross-border financial life.
Personal Asset Snapshot
Quick review of your U.S. holdings (401(k)s, IRAs, property, investments)
High-Level Tax & Reporting Overview
FBAR, FATCA, state-residency basics so you know what to file and when
Tailored Next-Steps Checklist
Rollovers, insurance gaps, banking setup, legal considerations—prioritized for your situation
Referral & Resource Guide
Recommendations for U.S.-licensed advisors, accountants, and attorneys—only if you need them
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 get expert financial clarity—tailored for U.S. expats navigating cross-border complexities.
Book & Pay $50
Secure your slot with a simple one-time payment at booking.
Complete Intake Form
Fill out a short form about your assets, destination country, and top concerns.
30-Minute Strategy Call
We’ll deep-dive into your profile, answer questions, and build your roadmap.
Get Roadmap & Referrals
Receive a PDF summary plus intros to vetted advisors if needed.
Testimonials
What Clients Are Saying
Real stories from expats who walked away with clarity, confidence, and a plan.
“I was lost on how to handle my 401(k) and health coverage abroad. The Expat Pro session gave me clear action items—and the referral to a great advisor sealed the deal!”
Sarah M.
US→Spain
“Paid $50 up front and got three times that value in expert insight. Their checklist kept me on track for taxes, bank accounts, and insurance.”
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. This session is strictly educational. If you need licensed tax or legal services, we’ll refer you to our vetted partners.
You’ll still get valuable cross-border guidance on visas, banking, healthcare, and local planning—plus a custom roadmap for your move.
We accept all major credit cards and PayPal.
Yes—up to 24 hours before your call. The $50 fee remains non-refundable.
Compliance & Disclaimer
Note: Expat Pro Planning Session is for educational purposes only and does not constitute tax, legal, or financial advice. We are not licensed U.S. advisors; licensed professionals will be engaged if and when necessary.
© 2025 American Expat Advisors