What is a Cross-Border Financial Evaluation?

It’s a discovery call where we learn about your unique financial situation and explain how our services might help. This is not about giving financial, tax, or legal advice—it’s a friendly conversation to explore if we’re a good fit to help you with your U.S. portfolios.

Here’s what you can expect during the call:
  • A relaxed, no-pressure conversation: Share your personal situation with us and explain your financial needs, and we’ll explore whether our expertise aligns with your goals.
  • Understanding your cross-border situation: If you’re managing U.S. brokerage or IRA accounts, or preparing to invest an inheritance from the U.S., this is your chance to discuss your circumstances.
  • Clarity on next steps: We’ll answer your questions about our services and explain how we work, helping you decide if we’re the right fit.

Click below to schedule your free Cross-Border Financial Evaluation now. If you have any issues, call us at 02-624-2788, and we’ll be happy to assist.