A Mini Financial Plan is designed for those who are not ready to get a full financial plan, but who need financial guidance in specific topics.
How do I optimize my current retirement, investment, or emergency accounts while living abroad?
Perhaps you are considering moving abroad, you have received a new job offer, or you have joined finances with your spouse. I will help you create a fully optimized budget based on your financial goals. Together we will analyze your financial strengths and weaknesses. Together we will analyze your financial strengths and weaknesses while reviewing and discussing your current income and spending habits. I will provide a framework for helping you align your budget with your financial goals and prioritize how much should go to savings, living expenses, lifestyle expenses, and debt repayment. When combining finances (partially or fully as a couple), we will also make sure you are on the same page to minimize friction around money with your spouse or domestic partner.
Expats or those planning to live abroad have very particular asset allocation needs for their investment accounts, and this is a great way to maximize your assets while balancing living abroad
Deliverables include a spreadsheet detailing ideal asset allocation advice, and other recommendations to optimize your account with specific, easy-to-follow actions items.
What It is Not Included
This is not an in-depth analysis of your financial situation. During these sessions, we will focus on the analysis of a specific issue.
This is not a comprehensive financial plan, but a Mini Financial Plan that will give you a framework to get started in your finances in the right direction.
$800 for the Mini Financial Plan
This one-time fee can be applied toward a comprehensive financial planning relationship.
On rare occasions, I work on hourly basis at $200 per hour with scope to be agreed upon in advance.