Navigating Your Finances Abroad with Confidence

Tailored Financial Counseling for American Expats

Navigating your finances while living abroad can be challenging, but you don’t have to do it alone. Whether you're a government employee, contractor, digital nomad, permanent resident, or considering taking the big leap abroad, we're here to support your financial journey. With over two decades of experience living overseas and several years counseling fellow expats, we understand your unique needs. Expat Financial Wellness’s tailored financial counseling and expat financial coaching services equip you with the skills to gain financial clarity and confidence as you enjoy your life abroad.

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Financial Foundations

All the essentials to help you feel confident about your finances.

Budgeting
Building and maintaining good credit
Managing household finances
Pre-marital financial counseling
Smart banking and saving, and much more.

Core Services

Goal Setting and Accountability

Achieve your financial aspirations with clarity and confidence. We start by working together to define your financial goals, whether it's saving for a home, paying off debt, funding education costs, or planning for retirement. Through personalized values exercises, we identify what truly matters to you, ensuring your financial goals align with your life priorities.

Debt Repayment Strategies

A highly specialized approach to managing and eliminating debt.

Debt assessment and cash flow analysis
Customized debt repayment plans
Budgeting assistance
Negotiation and advocacy
Accountability and resources

Investment Education

Investing does not have to be intimidating. Receive qualified investment education to get you started on your path as an investor. Have questions about your current investments? We can help.

Retirement Planning Education

Our hope is for you to continue living life as you want - whether overseas or back at home. Our services can help address:

Retirement goal planning considerations
Current retirement account assessment

Workplace Benefit Review

Know how you are covered.

Comprehensive benefit analysis
Retirement plan optimization
Health Insurance Assessment

The Experience

Begin with a complimentary Exploratory Meeting with your expat financial coach, where we meet to understand your financial needs and goals. This free consultation allows us to explore your unique situation and determine if our services align with your aspirations. Together, we assess if we are the right fit to help you achieve your financial objectives, laying the foundation for a successful partnership.
Experience a comprehensive analysis of your financial well-being through our wealth framework phase. This in-depth assessment covers multiple aspects of your finances, from income and expenditures to liabilities and investments. Armed with this detailed understanding, we provide you with a meticulously crafted framework containing strategic insights and actionable strategies to enhance your financial standing.
Depending on your needs and chosen service plan, this can take place over 2 or 3 sessions.
Benefit from ongoing, scheduled consultations as part of our services. Expect regular communication and support throughout your program, ensuring you stay on track towards your financial goals.
Consider us your money thought and accountability partner.