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YOUR FINANCIAL PLAN

EASY STEPS TO CREATE

STEP 01

Register your question or query here.

STEP 02

Once your enquiry has been received we will get in contact with you to arrange an initial zoom/video call to introduce ourselves.

STEP 03

After the initial call, we will ask you to complete a simple discovery document, so we can assess that further information to make sure that you do indeed need our assistance. 

STEP 04

Following assessment of your discovery document we will furnish you with an initial report that will provide you with a clear pathway on how to achieve your financial objectives. Full transparent disclosure of all charges and fees will be listed within this report. We would then move to the recommendation stage.

STEP 05

Once you have accepted our recommendations, we will begin to work with you to implement your new investment strategy.

As a client of American Expats Europe you will remain in control of your money at all times as we operate on a non-discretionary basis.

Our focus is on you.  The services we offer and the way we work in assessing the smallest of details are all aimed at helping you empower your money so that you enjoy life and provide the future you and your loved ones deserve.

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