WHERE LIFE PLANNING & FINANCIAL PLANNING COME TOGETHER
 
 

BEING AN EXPAT ISN’T EASY.

Making the decision to leave your home country, friends, and extended family behind to pursue opportunities abroad is a bold decision and one which comes with a unique set of challenges.

Having a trusted advisor on your side can make a world of difference.

Unfortunately, it can be very hard to find good financial advisor that has the competency to tackle the unique issues of your complicated situation. If you go searching, you’re likely to end up sitting across from a broker, shilling the latest overpriced financial product that likely isn't optimal, but with nets him/her a large commission.

The misalignment of incentives and lack of fee-only, Fiduciary financial advisors is the reason my company, Grow, launched a service specifically for Expatriots.  It's our mission to remove the financial stress from your complicated life.

WE UNDERSTAND THE UNIQUE CHALLENGES EXPATS FACE TRYING TO BUILD A LIFE OUTSIDE THE UNITED STATES.

Years ago, I spent time as an expat, and experienced firsthand the struggles you’re facing trying to find good financial advisor overseas. Now I help other expats live better lives knowing their finances are under control and future is secure.

We're a fee-only firm, meaning any investments we suggest for you are always in your best interest. In other words, we have a Fiduciary relationship with our clients. 

Not only do we have deep knowledge of how your financial situation differs as an expat, we also simplify the process, removing the uncertainty around money and giving you one less thing you to worry about. We’ll handle everything for you, so you can rest assured that your future is secure, and that you’re on the path to building real, lasting wealth.

If you’re ready to take control of your finances, and set yourself apart from the pack of other expatriates who are leaving their future to chance, and failing to make the important investments now that will pay huge dividends down the road, we can help.

We’ll guide you through everything you’ll need to build long-term wealth and meet your financial goals, including:

·       Budgeting

·       Investing for your retirement

·       Securing a mortgage or small business loan

·       Planning for your children’s future college education

·       Ensuring your tax and estate planning situation is handled properly and at the lowest cost.

·       And more!

 

WHEN YOU WORK WITH GROW, WE GUIDE YOU EACH STEP OF THE WAY, SO YOU’RE NEVER ALONE.

Our process takes your individual circumstances and needs into account, and sets you on the path to achieving your goals. If you’re interested in working with us here’s what our process looks like:

·Discovery Meeting – We’ll meet with you in a video conferencing setting to completely understand your situation.  We’ll also discuss your needs, aspirations, and formulate the best way that we can help.  

·Planning – Taking what we learned in the discovery meeting, we’ll put together a comprehensive written implementation schedule, which lists the topics we'll cover and when we'll cover them.

·Implementation Meeting – We’ll meet again to present your implementation plan and begin to implement it.  We take things one step at a time, making sure it's all done properly and without stress.  If necessary, well make introductions to other specialized professionals who can help.

·Semi-Annual Meetings – Whenever necessary, but at least twice per year, we’ll meet to discuss your progress, make additional recommendations, and implement any necessary adjustments to your plan (for instance, if you grow your family or change locations).

 
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A Plan Tailored To Your Goals and Values

We believe that there is no one-size-fits-all option. Your plan will be completely customized to meet your unique needs, goals, and values. We want to help you achieve a life you're proud of, not force you into an arbitrary model.

If you’re interested in potential working together, go ahead and click the button below. There’s a brief form to fill out, and we'll be in touch to schedule a FREE consultation (called a Strategy Session). In that session, we’ll explain more about how we work with clients and see if we're a good fit.

So go ahead and fill out the form below. I look forward to doing this strategy session with you, and we’ll talk soon!

 
 

The strategy session is completely free, and you are under no obligation to work with us. If it doesn’t seem like a good fit, you’ll still walk away with valuable advice!

 
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