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Book An Appointment

Prospective Clients

Whether you’re currently abroad, planning a move abroad, or just contemplating life as a U.S. expat, we welcome you to start your financial conversation by scheduling an introductory Zoom meeting or phone call with one of our advisors below. Our initial meetings have no cost or obligation. We want to get to know you better and determine if we are mutually a good fit.

If you know which advisor you’d like to meet with, you can schedule using their specific button in the ‘Our Advisor Team’ section below. If you’re unsure of who to schedule with, feel free to use the ‘Book Introductory Meeting’ button, and you can schedule with the first available advisor.

With the complexities around investment management, financial planning, and compliance, we generally will not take on clients below $250,000 in investable assets.

Our Advisor Team

If you are a current client, you can select the ‘Returning Client’ Zoom meeting or phone call option after clicking the schedule button below your advisor.

 

For prospective clients looking to schedule a time to meet with a specific advisor, use the introductory Zoom or phone call calendar option of that advisor. 

STAN FARMER, CFP®, J.D.

SYL MICHELIN, CFA®

KEITH PONIEWAZ, Ph.D.

CONTACT

Get in Touch

Have a question regarding scheduling an appointment?
Feel free to send us a message, and we’ll get back to you as soon as we can.