Your life spans two countries. Your plan should too.
Maybe you've already made the move to Spain. Maybe you split the year between here and there, own a home on the Mediterranean, or have family roots in Madrid or Andalusia.
I help U.S. citizens with ties to Spain build one clear plan for a life lived in more than one place
CROSS-BORDER FINANCIAL PLANNING
United States & Spain
Americans who own property in Spain
Americans who own property in Spain
Families dividing their time between the U.S. and Spain
Americans planning a move or retirement to Spain
Americans living in Spain
WHO WE SERVE
Who I work with
A financial plan that adapts as your life and circumstances change.
Ongoing Guidance
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Managing investments with currency, income needs, and account locations in mind.
Planning when and how to move to Spain.
Investments for a Two-Country Life
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Collaboration with U.S. and Spanish tax and legal professionals.
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Investments, retirement income, taxes, and estate planning working together.
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Thoughtful Timing
A Trusted Network
One Coordinated Plan
When your life spans two countries, so do your obligations. Taxes, retirement accounts, currency fluctuations, inheritance rules, and residency decisions can all become more complicated.
Most American advisors plan for one country. Most Spanish professionals don't understand American finances. Too often, the gap between them is where costly mistakes happen.
Most American advisors plan for one country. Most Spanish professionals don't understand American finances. Too often, the gap between them is where costly mistakes happen.
COMPREHENSIVE FINANCIAL PLANNING
Why Cross-Border Finances Need a Different Kind of Plan
Why Work With Me
I was born and raised in Madrid, and I speak Spanish fluently. I earned my MBA in Seoul and have spent my life moving between cultures, so I understand both the practical and emotional sides of living globally.
As a CERTIFIED FINANCIAL PLANNER™ professional and member of the Global Financial Planning Institute, I bring expertise and lived experience to help you plan with confidence on both sides of the Atlantic.
¿Prefiere hablar en español? Con mucho gusto.
As a CERTIFIED FINANCIAL PLANNER™ professional and member of the Global Financial Planning Institute, I bring expertise and lived experience to help you plan with confidence on both sides of the Atlantic.
¿Prefiere hablar en español? Con mucho gusto.
