Financial planning no longer has to wait for home leave

We have clients on every continent (except Antartica)

Our Remote Planning Process

Financial planning while in the US Foreign Service no longer has to wait for home leave.  We developed a streamlined, convenient remote planning process that delivers collaborative financial planning to any post in the world.

If you have to PCS or go on TDY during the planning process, that’s no problem.  We will ‘pause the clock’ until you are ready to pick things up again. Your pace, your plan, your financial future – we provide the knowledge, tools, and experience. We have worked remotely with hundreds of Foreign Service clients posted all around the world.

Step 1.  You may complete our contact form to request information or an initial consultation.

Step 2.  We will reply to your inquiry and request a phone or Skype call with you.  We use the initial consultation to understand your needs and to explain our services. 

Step 3.  If you would then like to engage our planning services, we will send a link to a secure, online questionnaire that helps you gather your financial information.  It’s self-paced and you can drop PDF statements directly into it.   

Step 4.  When you complete the questionnaire, we will create a financial snapshot of your current situation and ask you to schedule your first planning session.  We will also provide you access to online applications that will be used to develop your financial plan.  Each step of the comprehensive financial planning process is done collaboratively during a series of Skype (or phone) calls.  Skype screen sharing makes collaboration very easy.  Our standard planning arrangement allows for three months to create your plan.  Most clients schedule planning calls at intervals of one to three weeks. And most plans require about four calls.

 

Step 5.  Certified Financial Planners are required to have a signed written agreement with clients. We provide this to you via DocuSign. Once the agreement is signed, we will send an electronic invoice that you can pay online through Quickbooks Online Payments.