Financial Planning for U.S. Expats & Digital Nomads
We help you navigate the financial complexity of global living with clarity and confidence.
Financial Planning for Life Transitions, Global Lives,
and Intentional Wealth
Money touches every part of your life, but most financial advice focuses only on numbers.
At Mindful Wealth, financial planning begins with you: your life, your values, and the transitions that shape your future.
We serve U.S. Expats, globally mobile professionals, and women navigating major life transitions, while helping high-earning professionals build meaningful wealth during their peak years. Our role is to help you make thoughtful financial decisions with clarity, confidence, and purpose.
Turning Your Goals Into a Living Financial Strategy
We believe meaningful planning begins with listening and truly understanding your goals, values, and life transitions. From there, we create a personalized and integrated financial plan that brings together investments, taxes, and personal priorities. Your financial plan:
Is Built Around You. More than numbers, it reflects what matters most to you: your values, your family, and your future.
Adapts as Life Changes. Life rarely follows a straight path, so your plan is designed to evolve alongside you.
Puts You in Control. You define the destination. We provide clear guidance, expert insight, and ongoing support to help you get there.
We provide comprehensive financial planning and investment management designed to help you organize, grow, and protect your wealth over time.
Our work integrates every major area of your financial life:
Our Services
Cross-Border Financial Planning
Cross-border financial planning helps individuals and families navigate the complexities that arise when their financial lives span multiple countries. This includes coordinating tax obligations, investment strategies, retirement planning, and estate considerations across different legal and regulatory systems. Our approach focuses on helping clients avoid costly mistakes, reduce unnecessary taxes, and maintain clarity and confidence as they live, work, or invest internationally. We collaborate closely with clients and other professional advisors to ensure their financial plan remains aligned, compliant, and optimized across borders.
Financial Planning
We develop a personalized financial roadmap aligned with your goals, career, family, and future. Together, we organize and coordinate investments, taxes, retirement, cash flow, insurance, and Estate considerations into a unified plan, helping you make confident decisions through every stage of life.
Investment Management
We design and manage portfolios that reflect your goals, time horizon, and risk tolerance. Our focus is on long-term discipline, tax efficiency, and thoughtful implementation without speculation or market timing.
Retirement Planning
We help you understand where you are today, where you are going, and what adjustments may be needed. This includes retirement readiness analysis, withdrawal strategies, and coordination with retirement plans both in the U.S. and abroad.
Life Transition Planning
Financial decisions become more complex during periods of change. We provide compassionate guidance during transitions such as divorce, widowhood, career changes, international relocation, and unforeseen events.
Tax Planning
We integrate tax planning directly into your financial plan. We help you make decisions with a clear understanding of their tax impact, particularly in cross-border situations and complex compensation arrangements.
Equity Compensation Planning
Equity compensation creates unique opportunities and complexities. We help you make informed decisions around RSUs, stock options, and ESPPs by analyzing taxes, diversification strategies, and long-term planning with the goal of turning compensation into lasting wealth.
U.S. Expats & Global Professionals
Americans living abroad or moving internationally who face unique tax, investment, and retirement planning considerations across multiple countries.
Women in Transition
Women navigating divorce, widowhood, career changes, or newfound financial independence who want clarity, stability, and a trusted advisor during times of change.
High Earners & Professionals
Executives, physicians, attorneys, and business owners whose income and career trajectory create both opportunity and complexity.
Individuals Building Intentional Wealth
People who want to align their financial decisions with their long-term goals, values, and life priorities.
Who We Serve
Our Process
Financial planning is most effective when it is thoughtful, structured, and collaborative. Our onboarding process is designed to build a deep understanding of your financial life and create a clear path forward.
Introductory Conversation
We begin with a conversation to understand your situation, your goals, and whether we are a good fit to work together.
Discovery and Organization
We gather information about your income, investments, tax situation, retirement accounts, and overall financial structure.
Analysis and Planning
We analyze your current position and develop recommendations designed to support your goals and improve your financial clarity.
Plan Presentation & Implementation
We present your financial plan, answer your questions, and help implement agreed-upon strategies.
Ongoing Partnership
Financial planning is not static. We meet regularly and provide ongoing guidance as your life and financial circumstances evolve.
Our Fee Structure
Transparent pricing designed to support long-term financial clarity.
Comprehensive Financial Planning
- Individuals: $5,000 annually
- Families: $6,000 annually
- More complex situations priced based on scope
Includes ongoing financial planning, guidance, and coordination across all areas of your financial life.
Investment Management
For clients who engage us to manage their investments.
- 0.70% annually of assets under management
Fees may decrease at higher asset levels.
One-Time Planning Engagements
Project-based engagements for retirement analysis, cross-border planning, or equity compensation strategy.
Fees vary depending on complexity and scope.
Ready For Clarity in Your Financial Life?
Let’s bring your financial complexities and life goals into one clear plan.
