The Expat Money Assessment is a structured, independent review of your entire financial setup — accounts, investments, retirement, insurance and currency. You get a written, plain-English report of what breaks when you move, what's at risk, and what to fix first.
Everything that changes when a US person moves abroad — reviewed systematically, not piecemeal.
Which of your US accounts survive a foreign address, what to open before you leave, and how to structure cash across two countries.
Brokerage restrictions for expats, PFIC exposure from foreign funds, and how to keep investing compliantly from abroad.
What happens to your 401(k), IRA and Social Security — contributions, withdrawals, and how they're treated in your destination.
Health, life and property cover that lapses or stops paying when you move — and what expats actually need instead.
Your income and spending across two currencies — transfer costs, exchange-rate exposure, and a sensible currency plan.
State residency ties that keep costing you, plus how to protect your US credit history while you're away.
No jargon, no 60-page PDF nobody reads. Your assessment is a clear, practical document written for you — what's fine, what breaks, what it costs to fix, and in what order to fix it.
Written plain-English report — your full financial picture, area by area, in language you'll actually understand.
Priority fix list — every issue ranked by urgency and cost of inaction, so you know what to tackle first.
Professional cost guidance — where you'll need licensed help, and what fair pricing looks like before anyone quotes you.
Debrief call — we walk through the report together and answer every question until it all makes sense.
A 20-minute call: where you're going, what you own, what worries you. We confirm the assessment fits before you pay anything.
A structured intake covering your accounts, investments and policies — no statements or passwords required, just the facts.
A focused working session to go deep on your situation, destination and timeline — and catch what the forms can't.
Your written assessment, delivered and walked through together — with clear next steps and honest answers.
No. The assessment is financial information, education and organisation — a factual map of your situation. Where personalised, regulated advice is needed (investment decisions, tax positions), we identify it clearly and can connect you with vetted licensed professionals through our Trusted Advisor Matching service.
Before is best — the cheapest problems to fix are the ones you fix while still in the US. But many clients come to us already abroad, and the assessment works just as well as a cleanup tool: what's broken, what's urgent, what can wait.
An honest picture, not paperwork. Our questionnaire asks about account types, approximate balances, income sources and policies — you never share passwords, and we never access your accounts.
A fixed price, quoted after your free Money Check and agreed before we start. Most assessments are delivered within two weeks of the questionnaire being completed.
Turn the findings into a month-by-month action plan timed to your move.
ExploreGet your entire financial life into one secure, easy-to-maintain system.
ExploreVetted, fee-only fiduciary advisors for the regulated decisions.
ExploreNo obligation, no pressure — just an honest first look at whether the full assessment is worth it for your situation.
We use strictly necessary cookies to make this site work. With your consent, we also use statistics cookies to understand how the site is used, plus preference and marketing cookies where relevant — nothing is ever sold or shared. Our free calculator uses no cookies at all. Change or withdraw your choice at any time via ‘Cookie Settings’ in the footer. Details: Cookie Policy · Privacy Policy.
Required for the site to function — security, load balancing and remembering this consent choice. These cannot be switched off and store no personal data beyond your consent record.
Would remember choices you make (such as region or display settings) to personalise your visit. Currently unused — leaving it off changes nothing today.
Google Analytics 4 helps us understand how visitors use the site — which pages are read, how people arrive, where they get stuck — in aggregate, so we can improve it. IP addresses are anonymised. No advertising use.
Would allow measurement of advertising campaigns if we ever run them. Currently unused — leaving it off changes nothing today.