Plan your move abroad with people who have done it
We reached financial independence and moved between the US and Europe: two tax systems, two currencies, accounts that don't like to cross borders, family on both sides. We help early retirees prepare their move so that nothing falls through the cracks, and set up Bordo with your numbers for your new country.
What we look at with you
Taxes on both sides
Which country taxes what, the tax treaty, US citizens abroad (FBAR, FATCA), French residence and the PUMa, the UAE's zero income tax, and the order to draw from your accounts.
Your accounts and investments
Which brokers keep clients who move abroad, the traps with European funds for Americans, 401(k)s and IRAs from overseas, and cash in two currencies.
Residency, health and daily life
Visa and residency routes, health insurance and public cover, moving money at a fair rate, and what your monthly paycheck becomes after the move.
Options
Intro call
- Your project and timeline
- What to look at first
- Whether working together makes sense
Move readiness review
- 90-minute video session
- Written action plan for your move
- Your Bordo plan set up for the new country
- Introductions to licensed tax and legal professionals where needed
Full cross-border plan
- Three sessions, before and after the move
- Written plan, updated as you go
- Email questions between sessions
- Coordination with your tax and legal professionals in each country
We share our experience, help you plan and make sure you ask the right questions. We are not lawyers, tax advisers or investment advisers, and we do not sell financial products. For advice on your own tax, legal or investment situation, we introduce you to licensed professionals in each country. Bordo's estimates are for planning, not advice.
How it works
- Tell us about your move with the form below: where you are, where you are going, and when.
- Free intro call within a few days, to see what you need.
- Your session and written plan, with Bordo set up for your new country.