30-minute one-on-one strategy call

only $50

Expat Pro Planning Session

Get a custom roadmap for your U.S. assets abroad, a clear checklist for cross-border compliance, and expert recommendations on next-step advisors.

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.

Is this a substitute for professional advice?

No. This session is strictly educational. If you need licensed tax or legal services, we’ll refer you to our vetted partners.

What if I don’t have any U.S. assets?

You’ll still get valuable cross-border guidance on visas, banking, healthcare, and local planning—plus a custom roadmap for your move.

What forms of payment do you accept?

We accept all major credit cards and PayPal.

Can I reschedule?

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.