1. 15min checkin
Book a 15 min free service call to see how we can be of service to you.
2. Initial Consultation
After your 15min checkin, book an initial 1 hour consultation. Non-Residency brings complexity, so in order to best support you, it is important we have a conversation to understand your whole expat picture.
*nb: We are not an accounting firm so do not process tax forms, but after understanding your needs, we often can recommend specialists required to engage in international tax and other areas concerning financial health while oversees.
3. Getting Ready for the Engagement: Digital Footprint Summary
Prior to the meeting, we will ask you for some information, so we can understand your personal facts and circumstances. We will send you a client intake letter of engagement required before the engagement.
4. Coaching Services Provided
The Expatriate Group is a service designed with the goal of providing access to high-quality information and coaching on mobility issues arising from life transitions, in particular on aspects related to migration.
Mobility Transition Coaching Services: (including but not limited to)
☐ Migration Timeline Planning ☐ Recommended Professionals ☐ Cash Flow / Banking ☐Behavioral Finance ☐Migration Resource ☐Tips & Tools ☐Credit Management ☐Currency Exchange ☐Establish Goals and Path Forward ☐Issue Spotting ☐Foreign Pension/Holdings ☐Culture Shock, Trailing Spouse, Family Considerations ☐ Regulatory (eg: Tax) Liability & Compliance ☐ Medical Insurance ☐ Financial Identity Management, Ties & Documentation
During the consultation we will review your exposure, immediate needs to recommended strategic focus areas and any recommended expertise required.
Our cost for this service is $500/hour + gst.