Quick review of your U.S. holdings (401(k)s, IRAs, property, investments)
FBAR, FATCA, state-residency basics so you know what to file and when
Rollovers, insurance gaps, banking setup, legal considerations—prioritized for your situation
Recommendations for U.S.-licensed advisors, accountants, and attorneys—only if you need them
Secure your slot with a simple one-time payment at booking.
Fill out a short form about your assets, destination country, and top concerns.
We’ll deep-dive into your profile, answer questions, and build your roadmap.
Receive a PDF summary plus intros to vetted advisors if needed.
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.
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.
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