Is Holistic Financial Group
the right fit
for you?
schedule a 15-minute call.
We do our best work with people near or in retirement that may be on the move.
Slow travel through Europe, a winter base in Mexico, or a full relocation abroad. Within a few years of retirement — or already there.
Not portfolio management. You’re comfortable managing your own accounts. What you want is a knowledgeable partner who can help you build the plan around your investments — allocation advice, rebalancing strategy, tax-aware recommendations — without taking over the keys.
Currency and cash flow across countries. Healthcare coordination abroad. Social Security while living overseas. What to do with your U.S. accounts when you’re not in the U.S. for months at a time.
Who need a trusted subcontractor for cross-border planning. Visit our advisor services page →
From “I think this could be a fit” to working together.
A short call to see if our expertise matches your situation.
We’ll want to understand the basics: where you are in the retirement process, what your international plans look like, and what kind of planning support you’re looking for.
If there’s a fit, we’ll talk about what comes next. If not, we’ll point you toward someone who can help — and that’s genuinely fine. This is a conversation, not a pitch.
A short questionnaire to save time in our next meeting.
If the fit call goes well, we’ll send a short questionnaire before the planning meeting.
It covers the basics of your financial picture, your timeline, and the specific cross-border questions on your mind — so when we meet, we can skip surface-level questions and get into the details that matter.
We review everything you’ve shared before we meet again.
Your answers, your timeline, your goals, and the specifics of your cross-border plans — we work through them before our next meeting.
Our CFP foundation and cross-border expertise come together here to identify the key planning questions for your situation, so we walk into the planning meeting already prepared.
The real conversation — tailored to the life you’re designing.
This is where the planning actually happens. Everything we’ve gathered comes together, and we talk through the specifics of your situation in depth.
For individuals
Retirement income, cross-border logistics, healthcare, Social Security, tax considerations, and account strategy — all tailored to the life you’re designing.
For advisory firms
We review the client household in detail, define scope and deliverables, and agree on timeline and pricing before any work begins.
You decide. On your timeline. No pressure, no expiration.
At the end of the planning meeting, you’ll have everything you need to decide. We’ll invite you to move forward — but there’s no pressure and no expiration date.
Step 01 / 05
A short call to see if our expertise matches your situation.
We’ll want to understand the basics: where you are in the retirement process, what your international plans look like, and what kind of planning support you’re looking for.
If there’s a fit, we’ll talk about what comes next. If not, we’ll point you toward someone who can help — and that’s genuinely fine. This is a conversation, not a pitch.
Step 02 / 05
A short questionnaire to save time in our next meeting.
If the fit call goes well, we’ll send a short questionnaire before the planning meeting.
It covers the basics of your financial picture, your timeline, and the specific cross-border questions on your mind — so when we meet, we can skip surface-level questions and get into the details that matter.
Step 03 / 05
We review everything you’ve shared before we meet again.
Your answers, your timeline, your goals, and the specifics of your cross-border plans — we work through them before our next meeting.
Our CFP foundation and cross-border expertise come together here to identify the key planning questions for your situation, so we walk into the planning meeting already prepared.
Step 04 / 05
The real conversation — tailored to the life you’re designing.
This is where the planning actually happens. Everything we’ve gathered comes together, and we talk through the specifics of your situation in depth.
For individuals
Retirement income, cross-border logistics, healthcare, Social Security, tax considerations, and account strategy — all tailored to the life you’re designing.
For advisory firms
We review the client household in detail, define scope and deliverables, and agree on timeline and pricing before any work begins.
Step 05 / 05
You decide. On your timeline. No pressure, no expiration.
At the end of the planning meeting, you’ll have everything you need to decide. We’ll invite you to move forward — but there’s no pressure and no expiration date.