The Same Frameworks We Use With Clients, Self-Serve
Planners, dashboards, a binder and a 76-page handbook, built specifically for Americans managing money across borders. Buy once, download, keep forever — no subscriptions, and free updates when a template improves.
The Complete
Expat Money Bundle
The guide explains, the planner sequences, the dashboard tracks, and the binder protects. Bought together they are one system rather than four files — and a Start Here guide tells you which to open first, and in what order.
- The 76-page American Expat Money Guide, 37 chapters across eight parts
- Two working spreadsheets, each with a completed sample and a 10-page how-to
- The 16-section Emergency Financial Binder, to fill in or print
- A Start Here guide that sequences all four into one system
Everything above, one payment. Yours forever, with free updates.
Buy Now — €99 See everything insideSecure checkout by Stripe · VAT included · Instant download
Four products, one organised financial life
Each one stands alone. Together they cover the move, the money and the what-ifs — which is why most people take the bundle.
International Move Financial Planner
The 90-day countdown system for moving your money abroad — from “we’re moving” to fully landed.
- 90-day countdown checklist
- Bank & investment account tracker
- Close-before-leaving / open-after-arriving lists
- Insurance & pension checklists
- Moving budget & currency tracker
- Completed sample + 10-page how-to guide
Financial Life Dashboard
Your complete financial picture in one spreadsheet — built for life across two countries and two currencies.
- Net worth — assets & liabilities
- Multi-currency account inventory
- Cash flow & emergency fund tracker
- Retirement savings overview
- Insurance & documents register
- Completed sample + 10-page how-to guide
Emergency Financial Binder
Everything your family would need to find, in one organised place — before it is ever needed.
- Accounts, investments & property templates
- Insurance policy register
- Wills, documents & digital assets index
- Emergency contacts sheet
- Password manager reference guide
- PDF to print + Word file to type into
The American Expat Money Guide
The complete handbook: everything that changes about your money when you move abroad, in plain English.
- Banking abroad — keep, close, open
- Investing as an expat & the PFIC trap
- Retirement accounts & Social Security
- Insurance that survives the move
- Currency strategy that saves thousands
- 76 pages, 37 chapters across eight parts
Bought individually the four come to €151. The bundle is €99.
Not Another Generic Budget Template
Built for Cross-Border Life
Generic planners assume one country, one currency, one tax system. Every template here is designed for the reality of two of each.
Backed by Real Expertise
Created by an MBA and Master of Taxation with 20+ years across US finance, tax and business operations — not scraped from Pinterest.
Nothing Is a Blank File
Every spreadsheet ships with a completed sample and a 10-page how-to guide, so you see the finished state before you type anything.
Yours Forever
One-time purchase, instant download, no subscription. When we improve a template, existing buyers get the update free.
Start Free, Upgrade When Ready
Not sure yet? Start with our free tools. They are genuinely useful on their own — and they show you exactly what the paid products go deeper on.
- Moving-Abroad Financial Calculator — estimate your cost of living, monthly surplus and savings runway in 15 European destinations. Free, instant, no signup.
- Country Banking Checklists — what to open, what to keep, and which institutions welcome Americans, country by country. Free with our newsletter.
- Insights Library — 30 plain-English guides on banking, investing, retirement and currency for Americans abroad.
The Products Are the Frameworks. The Services Are the Guidance.
If you would rather work through it together — with your real accounts, your real move date and your real questions — that is exactly what our services are for. Book a free 20-minute Money Check and we will tell you honestly whether a template solves your situation, or whether you need something more.