The Financial Relocation Roadmap turns “we're moving” into a month-by-month money plan: what to open, close, transfer and notify — in the right order, at the right time — so nothing gets frozen, taxed or lost along the way.
The roadmap covers what you leave behind, what you take with you, and what you set up when you land.
Which US accounts to open before departure, which to close, and which local accounts to set up on arrival — in the right order.
Moving money across borders without unnecessary fees: transfer providers, timing, and how much to keep in each currency.
Banks, brokerages, the IRS, Social Security, insurers, employers — every notification, timed so nothing triggers a freeze.
What to do with your 401(k), IRA and brokerage before you leave — the moves that are easy now and hard later.
When US policies stop making sense, what expat cover to arrange, and how to avoid gaps between the two.
Your first 90 days abroad: local banking, proving address, healthcare registration and the money tasks residency requires.
Not a generic checklist from the internet — a plan built around your move date, your destination, your accounts and your family. If the date slips, the plan adjusts with it.
Month-by-month timeline — every financial task from today to 90 days after landing, in sequence.
Master checklist — a single tracking document for both of you, with owners and deadlines.
“Before you fly” list — the tasks that are only possible (or only cheap) while you're still in the US.
Walkthrough call — we go through the whole plan together, so you know exactly why each step matters.
Your destination, move date, household and accounts — the facts the plan is built on.
Your roadmap is drafted around your timeline — US side, destination side, and everything in between.
A full session going through the plan step by step, adjusting anything that doesn't fit your reality.
Optional check-in calls at key milestones — 60 days, 30 days, and after you land.
The roadmap is built to shift. Dates move, visas take longer, houses sell late — when your timeline changes, the sequence stays valid and we re-anchor the plan to the new date.
The roadmap includes tax-related timing — when to notify the IRS, state residency steps, filing deadlines to be aware of. For the tax work itself, our sister brand eTaxNexus handles US expat tax guidance and connects you with vetted tax professionals. The two plans fit together seamlessly.
The US side is universal. On the destination side, we're strongest across Europe — the same countries covered by our sister brand Quantum Jetset. Moving elsewhere? Ask in the free call and we'll tell you honestly whether we can help.
It helps but isn't required. The Expat Money Assessment finds the problems; the Roadmap schedules the fixes. Booked together, the assessment findings flow straight into your roadmap — and we price the combination accordingly.
Start with the free 20-minute Money Check — we'll tell you what your timeline looks like and whether the full roadmap is worth it for your move.
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