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We highly prioritize the privacy of our clients, therefore, we are unable to disclose one client’s plan to another individual. Moreover, each plan is meticulously tailored to the specific circumstances of our clients, making it unsuitable as a representative example of the work we would undertake for you.

However, in exceptional cases, we can offer a reference from an existing client should you require additional assurance prior to proceeding with a cross-border financial plan.

Given the highly customized nature of our services, our fees are contingent upon the complexity of each client’s individual circumstances and their specific objectives. Following the initial consultation, if additional planning is necessary, we will accurately estimate the scope of the work and provide a detailed written professional service contract outlining the associated costs.

Typically, we operate on a fixed fee basis, ensuring transparency and clarity regarding the anticipated expenses when you choose to work with us.

It’s advisable to begin planning as early as possible, particularly when contemplating a move to another country. The earlier you start, the more effectively you can leverage pre-exit strategies.

While planning becomes more challenging with a move looming in the next few weeks or months, we’re committed to informing you of your options and assisting you in the best possible way.

The initial consultation is scheduled for one hour, during which our primary goal is to address as many of your questions as possible. However, certain inquiries may necessitate further analysis, such as cash flow projections, and therefore cannot be fully resolved within the allotted time.

Nevertheless, please be assured that our focus during this session is solely on providing you with clarity and guidance, rather than a sales pitch. Recognizing that it can be challenging to retain all the information discussed, our paid consultations include a follow-up email summarizing the key topics covered for your reference.

The intricacies of cross border financial planning are extensive, and we limit our focus on Canada and US. However, if you’re a Canadian resident planning to relocate to a country other than the US, we can still offer guidance regarding the Canadian domestic departure implications.

Please note that we won’t be able to advise on the tax situation of the destination country, and you may need to consult with a local advisor for further assistance.