Schedule an Introductory Call
Schedule an Introductory Call
Please choose a convenient date and time for a complimentary introductory call with a Liberty Atlantic Financial Advisor. This time will be dedicated to getting to know you, your current financial situation, and your goals.
Schedule an Introductory Call
Please choose a convenient date and time for a complimentary introductory call with a Liberty Atlantic Financial Advisor. This time will be dedicated to getting to know you, your current financial situation, and your goals.
Please choose a convenient date and time for a complimentary introductory call with a Liberty Atlantic Financial Advisor. This time will be dedicated to getting to know you, your current financial situation, and your goals.
Our Onboarding Process
Our Onboarding Process
In our first conversation, we’ll ask about your aspirations and your financial situation. Our goal is to clarify how we can support you on your journey as an American living abroad, how we work, and the next steps based on your current needs.
Inital Advisor Meeting
If you decide that we’d make a good financial team, we’ll meet to outline the next steps and clarify the flow of our professional relationship.
In our first conversation, we’ll ask about your aspirations and your financial situation. Our goal is to clarify how we can support you on your journey as an American living abroad, how we work, and the next steps based on your current needs.
Receive your custom proposal.
Initial Advisor Meeting
Your proposal outlines your path to financial compliance and cross-border optimization, detailing how we can support your particular situation, no matter how complex your situation. In some cases, we may need to collect more information to build an accurate proposal.
Your proposal outlines your path to financial compliance and cross-border optimization, detailing how we can support your particular situation, no matter how complex your situation. In some cases, we may need to collect more information to build an accurate proposal.
If you decide that we’d make a good financial team, we’ll meet to outline the next steps and clarify the flow of our professional relationship.
Complete your first cross-border planning milestone.
.
Initial Advisor Meeting
In our first conversation, we’ll ask about your aspirations and your financial situation. Our goal is to clarify how we can support you on your journey as an American living abroad, how we work, and the next steps based on your current needs.
.
Your proposal outlines your path to financial compliance and cross-border optimization, detailing how we can support your particular situation, no matter how complex your situation.
.
Complete your first cross-border planning milestone.
If you decide that we’d make a good financial team, we’ll meet to outline the next steps and clarify the flow of our professional relationship.
Receive your custom proposal.
Complete your first cross-border planning milestone.
Your proposal outlines your path to financial compliance and cross-border optimization, detailing how we can support your particular situation, no matter how complex your situation. In some cases, we may need to collect more information to build an accurate proposal.
Receive your custom proposal.
If you decide that we’d make a good financial team, we’ll meet to outline the next steps and clarify the flow of our professional relationship.
Complete your first cross-border planning milestone.
If you decide that we’d make a good financial team, we’ll meet to outline the next steps and clarify the flow of our professional relationship.
Liberty Atlantic Advisors is a U.S.-registered cross-border financial advisor company. Our fiduciary team provides holistic financial planning for high-net-worth individuals and their families. We also provide investment management for U.S. citizens and green card holders moving to or living in Europe.
© 2024 All Rights Reserved by Liberty Atlantic Advisors
Liberty Atlantic Advisors is a U.S.-registered cross-border financial advisor company. Our fiduciary team provides holistic financial planning for high-net-worth individuals and their families. We also provide investment management for U.S. citizens and green card holders moving to or living in Europe.
© 2025 All Rights Reserved by Liberty Atlantic Advisors