
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.
