Quite often, globally mobile individuals, their families and their businesses feel caught between their dreams and the complexities that come with navigating the rules of more than one country.
This is partly due to the way that financial services and financial advice is delivered and partly due to the lack of adequate financial planning methodology when our life involves more than one country.
Today, use of the title “financial planner” or many other titles related to financial advice, such as financial consultant, financial adviser, or wealth manager, is not protected in law or regulation in every country. Consumers learn that those who hold themselves out as financial planners work in many areas of financial services, including insurance, law, banking, investing, real estate and tax preparation. Some financial planners may sell products for their employers or recommend a variety of products from different companies based on the need of their clients.
Our mission is to connect consumers with vetted, qualified financial planners who have personal experience with the personal and financial challenges, as well as the opportunities, that accompany global mobility and multi-national families.
