1. Define your Goals. Determine what you want to achieve. Whether it's investment planning, retirement planning or a specific issue such as PFICS.
2. Take a look at our Financial Questionnaire to understand the key information you'll need to share with your financial advisor. (Download here)
3. Prepare your list of any additional questions.
4. Open and honest conversation, from your personal questions to questions about the advisor and costs associated with service.

MyExpatInvest is designed for US expats seeking personalized financial strategies tailored to their unique needs. In a market full of robo-advisors that may not prioritize your best interests or shield you from US tax traps, you can trust us to connect you with a financial advisor who will.
Whether you’re retiring abroad, managing international careers, dealing with multi-jurisdictional estate planning, or optimizing your investments while living overseas. After an initial free consultation call, we'll be able to identify the right financial advisor for you to get you on your way!

MyExpatInvest is the first step in your financial planning journey. Through our network of US expat-focused financial advisors, you’ll gain access to a range of services, including investment advisory, financial planning, and multi-jurisdictional estate planning. We match clients with cross-border experts who can develop personalized strategies to help optimize their finances — whether they’re retiring abroad, relocating for work, or navigating complex international financial circumstances.

Our extensive network connects you with financial advisors who have access to a full suite of services through leading custodians like Interactive Advisors and Charles Schwab, including the ability to open a brokerage account from overseas.

The minimum investment amount varies depending on the jurisdiction. For example, US-based assets typically have lower minimums compared to offshore investments, where the requirements can be higher. Book a free consultation to find out more.

It’s a three step process

• Get matched with your personal financial advisor
  First, we’ll connect you with one of our expert financial advisors. They will assess your current situation and account for future needs, considering everything from buying your first home to planning for a comfortable retirement.
• In-depth financial review and personalized advice
  Your advisor will take a closer look at your finances, including investments, budget, retirement plans, as well as tax and estate considerations. Next they will create a tailored strategy that aligns with your unique goals and circumstances.
• Ongoing support and monitoring
  Life changes, and so do your financial needs! Your advisor will continue to monitor your progress, adjust your strategy if needed and offer ongoing support to keep you on track as your situation evolves.

As a platform, MyExpatInvest will connect you to a Registered Investment Advisor (RIA) who is held to the highest fiduciary standards. This means your advisor is legally required to act in your best interest, ensuring transparency in fees. Your advisor will charge a 1% annual fee based on your invested amount, with no hidden costs, so you can make fully informed decisions about your financial strategy.

It is possible, but it can get complicated. Investing while living abroad is complex due to the Foreign Account Tax Compliance Act (FATCA), which requires foreign banks to report American accounts to US tax authorities. This has made it difficult for many Americans living outside the US to find financial institutions willing to work with them. That's where MyExpatInvest comes in - we help you navigate these challenges and find the right solutions for your investment journey abroad.