Request a tailored-made financial plan or an Investment and Tax study for you and your household.
Demander un plan financier personnalisé ou une une Analyse en investissement et en fiscalité pour vous et votre ménage.
Who are our clients?
People living in France who want clear guidance on financial planning, tax obligations, self-employment and filing requirements.
People moving to France who want to understand and prepare their accounts, investments and assets for the move.
Households that might have more than one nationality or need to coordinate pensions, accounts or other financial interests across borders.
How much does it cost?
Our service is always a flat fee, quoted to you in writing before you begin. Our fees is based on the list of topics and questions you need analysed. Fees paid by planning clients include your discussions with an advisor to review your plan. Fees can range anywhere from 800 € to 5 000 €, depending on the complexity of your situation. We reserve one spot per month for clients who need assistance but have lower incomes. If you believe this is your situation, please let our advisor know.
How it works…
Step 1. Use our secure electronic portal to answer questions about your finances and your household and to note particular questions and concerns you’d like us to address.
Step 2. We review your case and respond with any additional questions we have for you.
Step 3. We send you a written analysis with recommendations on the topics that matter most to you and your household: What can you do with your US retirement accounts? How can you continue to run your business from France? At what age can you afford to retire in France? What forms should you be filling out for US regulators? How do you report US rental income on your French tax return? Would applying for French citizenship change your financial situation?
Step 4. Once you’ve had a chance to review our recommendations, you have the option to schedule an online meeting to go over your plan with an advisor.