Global Financial Planning Checklist

Moving to or investing in another country opens up some amazing opportunities. Doing so though comes with additional complexities, taxes and risks that you should be aware of.

To help, we’ve summarized some of the top items to be aware of as your finances become
globalized:

Global Financial Planning Checklist

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As you can see, there are a lot of items to consider as you move, work and invest
internationally. And this checklist is just a starting point.

An international life doesn’t have to be overwhelmingly complicated though. We can help.

Helping people manage their global finances is our expertise.

If you would like to talk further about simplifying and optimizing your global finances,
please contact us to speak with a certified Global Financial Planner.

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*Sources:

Mutual Fund Fees Around the World

Morningstar Global Fund Investor Experience Study

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Disclosure – This article provides general information and should not be taken as advice or a specific recommendation. Changes in tax law as well as economic and personal conditions can change recommendations. Please consult with a trusted advisor to receive advice specific to you.