Request a tailored-made financial plan for you and your household.
Demander un plan financier personnalisé pour vous et votre ménage.
Cost/Frais: € 2000
+ TVA (where applicable)How it works…
Step 1. Use our secure electronic portal to answer questions about your finances and your household and to note particular questions and concerns you’d like us to address.
Step 2. We review your case and respond with any additional questions we have for you.
Step 3. We send you a comprehensive analysis with recommendations on the topics that matter most to you and your household: What can you do with your US retirement accounts? How can you continue to run your business from France? At what age can you afford to retire in France? What forms should you be filling out for US regulators? How do you report US rental income on your French tax return? Would applying for French citizenship change your financial situation?
Step 4. Once you’ve had a chance to review our recommendations, we schedule an online meeting to go over your plan and answer your follow-up questions. We want to ensure that you leave with a comprehensive written document that you can refer to and use for the year to come.