FINANCIAL INDEPENDENCE IS FREEDOM!
You are financially independent when you no longer have to trade your time for money. You may choose to work, like many people do, but you’re not obligated. You’re free to pursue your interests, volunteer for a passion project, spend time with your family, or start a business—all with confidence that you can meet your basic financial needs. This is commonly thought of as retirement, and with the right plan in place it is a goal that is achievable for anyone.
How can Remote Financial Planner help you achieve financial independence?
Starting at $1,100 per Month
Minimum 12-Month Commitment
Financial planning is the foundation that makes reaching financial independence possible. We will work together to develop goals, identify risks and lay out customized achievable steps towards financial freedom.
Included With Financial Planning
Investments are the vehicle that converts your hard earned money into financial independence. Together we’ll build a globally diversified, low-cost and tax-efficient portfolio that matches your unique financial plan.
Available to Financial Planning Clients
Tax planning and preparation are integral to reaching and maintaining financial independence. We’ll develop strategies for you to take advantage of all available deductions, exemptions and credits to legally minimize your tax liability.
Financial Planning
The Financial Planning Process
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1
WHERE ARE YOU GOING?
Do you want to retire abroad, travel as a digital nomad, maximize an international assignment, or quit the rat race to start your own company? I'll help you define your financial and life goals.
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2
WHERE ARE YOU NOW?
We'll review your employee benefits, retirement accounts, spending trends, insurance coverage, investment accounts, credit cards, tax returns, and all other aspects of your financial life.
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3
HOW WILL YOU GET THERE?
We'll develop a detailed set of prioritized action items. We'll discuss your personalized financial plan, weigh the alternatives, and start achieving your financial goals together!
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4
HOW'S IT GOING?
No financial plan is ever complete. We'll review your financial plan regularly to ensure that changes are incorporated and you're staying focused on what's most important to you.
Ready to get started?
Click here to take the next step.
INVESTMENT MANAGEMENT
THAT MATCHES THE NEEDS OF EXPATS & GLOBAL PROFESSIONALS
GLOBALLY ORIENTED PORTFOLIOS
Portfolios that match your global lifestyle and benefit from additional opportunities for portfolio performance and volatility management.
TAX EFFICIENT INVESTMENTS
Portfolios are managed utilizing tax-loss harvesting, asset location, foreign tax credits, tax-deferred accounts, and tax-exempt securities to minimize the tax drag on your returns.
CUSTOM DESIGNED ALLOCATIONS
Expats require portfolios that consider currency exposures, multiple tax jurisdictions and other realities of their international life.
SYSTEMATICALLY EXECUTED
Emotions are an investor's biggest enemy. Investments are managed with a disciplined approach that focuses on your investment objectives during good times and bad.
LOW COST INVESTMENTS
Portfolios are built using low-cost exchange traded funds, mutual funds and individual securities to minimize trading commissions and fees that can drag down performance.
ANALYTICALLY DESIGNED
Portfolios are designed based on years of academic research in portfolio management, behavioral economics, statistics, technical analysis and global financial markets.
EXPAT TAX PREPARATION
THE CHOICE IS CLEAR
Tax software can make return preparation quick, easy and cheap. Unfortunately, if you’re trying to do something complicated or unusual (like expat taxation) it can become frustrating to navigate through their cookie cutter menus.
Knowing the right forms, how they interact and what they should look like is essential to accurate expat tax return preparation.
REMOTE FINANCIAL PLANNER
The tax code is massive. There is no way for a CPA to be an expert in all aspects of taxation. We all choose to focus and my focus is you, an American expat!
It is important that you work with a qualified professional that knows how to navigate the tax laws that are most relevant to your situation.
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