Your client is traveling or moving abroad. You don't need to become a cross-border specialist to keep them well-served.
Subcontract
You stay the relationship. We bring the specialty.
Defined
Fixed deliverables, agreed pricing, clear timeline.
None
No AUM, no products, no conflict with your model.
Selective
A small number of firms, done well.
You have a client. You want to keep them.
Maybe two. They’re planning to retire abroad or split their time between the U.S. and another country. Great clients. But their planning needs just got more complex than your firm’s current expertise covers.
Currency management across countries. Healthcare coordination abroad. Social Security while living outside the U.S. Tax implications of international residency. What to do with U.S.-held accounts and assets during extended periods overseas.
These aren’t topics you encounter every week. They don’t justify hiring a specialist or launching a new practice area. But they’re also not the kind of thing you can figure out over a weekend with a few Google searches — the stakes are too high and the details are too specific.
That’s where we come in.
Subcontracted cross-border planning projects.
A typical engagement covers:
Across currencies and countries.
Coverage analysis for clients living abroad.
Coordination for internationally mobile retirees.
During extended time overseas.
Accounting for multi-country expenses.
We don’t prepare returns — we plan around them.
How we work together:
We can work on an hourly or project basis, depending on complexity and scope. Every engagement starts with a conversation to understand your client’s situation, your firm’s role, and what deliverables will be most useful.
Hourly engagements
Work well for targeted questions or specific planning components — a Social Security analysis, a healthcare-coordination memo, a cash-flow scenario.
Project engagements
Work well for comprehensive cross-border plans — the kind of deliverable that covers the full picture and gives your client a clear path forward.
In either case, we coordinate directly with your team. The output is yours to present and deliver however fits your practice.
Four things we believe about working with advisory firms.
Stated plainly, so there’s no ambiguity about how we show up.
You shouldn’t have to become the expert.
Cross-border planning is a narrow specialty. You don’t need a new practice area — you need a trusted resource on call.
Our CFP foundation and Global Financial Planning Institute training mean your client gets planning-level expertise in international financial logistics, without your firm investing in the capability from scratch.
The client stays yours.
We work behind the scenes as a planning resource — never as a competing firm looking for an opening.
Your client sees a more capable firm. You get a subcontractor who handles the complexity and delivers clean, usable work product you can present in your own voice.
Scope before start.
No open-ended retainers. No ambiguous billing. No surprise hours at the end.
Every engagement has defined scope, clear deliverables, and agreed-upon pricing before we begin. Hourly or project — either way, you know what you’re getting and what it costs.
Planning-first,
not product-first.
We don’t sell products, manage assets, or charge AUM. Our only deliverable is the plan.
That means no conflict of interest, no overlap with your existing service model, and no quiet incentive to steer the conversation toward anything we’re compensated on.
Three questions, one verdict.
If you answer yes to all three, a partnership with us is probably a straightforward fit.
Q / 01
Do you have one or two households that want to travel or move abroad?
Q / 02
Would you rather keep those clients without building a new practice area?
Q / 03
Is planning-first, no-product, no-AUM model something you already value?
This is the conversation we want to have.
We’ll walk through scope, deliverables, and pricing before any work begins and deliver a clean, client-ready plan your firm can present in its own voice.