We are an independent, fee-only firm. We only receive compensation directly from our clients – no commissions or hidden fees. This helps us to minimize conflicts of interest and act as a fiduciary.
GPS Planning Program Pricing
Our annual fees cover ongoing comprehensive financial planning services and investment management.
Tier 1
(billed monthly at $525)
- Early-mid career employee moving overseas for work who wants to understand how to continue to save and invest while considering cross-border taxes.
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Green Card or Work Visa holders in the US with simple US income only but unsure whether you’ll stay for the long-term.
- US citizens with mainly US income and assets but may have non-US family financial ties or inheritance.
Tier 2
(billed monthly at $735)
- Globally-mobile employees who need help managing complex compensation packages, increasing investments, and competing life events and priorities.
- Families with multiple citizenships that have trailing financial pieces in multiple countries and may continue multi-country living.
- US citizen investors who own significant foreign assets, have ownership of foreign entities, or hold complex, non-traditional investments.
Tier 3
(billed monthly at $945)
- Business owners who need help strategizing cross-border business and tax structure for tax efficiency as part of personal financial planning.
- Couples where each spouse has one of the Tier 1 and 2 scenarios independently that require extra coordination.
Tier 4
(billed monthly at $1,260)
- Individuals and families with a combination of multiple Tier 1, 2, and 3 scenarios that require extra coordination.
We require a minimum 12 months commitment, reviewed annually to reflect the expected planning complexity for the next 12 months.
Not ready for GPS?
Cross-border financial planning typically requires a significant financial commitment. However, we understand that not everyone is in a position to commit to a long-term financial planning relationship. When our schedule allows, we offer hourly consultations for $500 per hour. Please use our contact form to send your specific questions and check our availability for an hourly consultation.