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.
WHAT HAPPENS NEXT
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.
Receive your custom proposal.
Your proposal outlines your path to financial compliance and cross-border optimization, detailing how we can support your situation, no matter how complex. In some cases, we may need to collect more information to build an accurate proposal.
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.
