Our Process

In order to complete a comprehensive cross border analysis, specific to your situation, our team follows the seven-step process illustrated above for our clients. The process begins with a consultation where we can meet with you in-person, by telephone or by videoconference to review your personal situation to analyze how we can assist with your pending cross border move, or current cross border residency issues. The next step is for us to prepare a custom engagement letter which outlines all the necessary steps for your move, which we review together before you decide to move forward with our services. Once we have agreed on the mandate, we begin data gathering and learn your specific goals & objectives so that we can create a written cross border financial plan which is personalized with your facts. Once ready, we present your plan and then begin implementing the various moving parts to facilitate your cross border lifestyle.