Financial Advisory
Practical cross-border planning for Americans moving to the Netherlands. You’ll receive a clear written deliverable pack you can follow — and share with your licensed tax, legal, or investment professionals for faster, better decisions.
Our process: intake → review (48 business hours) → recommended package or service → payment / scheduling step → written deliverable, working session, or CFO cadence.
Choose your path
Financial Advisory options
The main Financial Advisory page now shows the full menu: core cross-border planning packages, fixed-fee business/founder finance services, and ongoing CFO advisory.
Cross-border planning packages
Snapshot, Foundations, and Full Plan are the core written deliverable packages for US → NL personal finance decisions.
Business launch & founder finance
Focused services for business model, pricing, finance ops, runway, and DAFT-related founder finance planning.
Fractional CFO advisory
Ongoing or 90-day CFO support for founders who need forecast, KPI, cash, margin, and decision rhythm.
Cross-border financial planning packages
Financial planning packages
The three core planning packages are depth levels. Start with the intake and we will recommend the right tier based on complexity, timing, and what needs to be built.
Financial Snapshot
€250Tool access: 30 days
Fast clarity for one or two key questions, move-year sequencing, and practical next steps.
- Quick clarity / checklist / 1-2 decisions
- Move-year sequencing
- A targeted affordability, account, payroll, or transfer decision
What you get / may include
- Customized written Snapshot pack (typically 1-3 pages)
- Prioritized next steps and do/don't guidance
- Move-year checklist or decision pressure-test where relevant
- 30-minute walkthrough call
- Portal tool access for 30 days
excl. 21% BTW where applicable
Financial Foundations
€650Tool access: 3 months
A first-year financial operating system tailored to your move, accounts, currencies, and implementation needs.
- First-year money routine
- USD/EUR flows and set-asides
- DAFT/self-employment finance setup where relevant
What you get / may include
- Customized written Foundations pack (typically 4-10 pages)
- Money Map and account/currency flow
- USD/EUR transfer strategy and set-aside routine
- 90-day action plan tied to your move timeline
- 30-minute walkthrough call
- Portal tool access for 3 months
excl. 21% BTW where applicable
Full Cross-Border Financial Plan
€1,250Tool access: 6 months
A deeper cross-border blueprint for complex assets, business/entity questions, multi-year planning, or high-stakes decisions.
- Complex income/assets
- Business/entity decisions
- Investing/retirement guardrails
What you get / may include
- Customized Full Plan blueprint (typically 10-25 pages)
- Money-flow architecture and decision rules
- Business/entity and tax coordination prompts where relevant
- Investing/retirement guardrails (education-only)
- Implementation roadmap and 12-month calendar
- 30-minute walkthrough call
- Portal tool access for 6 months
excl. 21% BTW where applicable
Note: Prices are in EUR. 21% VAT may be added where applicable. This service is planning + coordination — not tax filing, legal advice, or investment execution.
Business launch & founder finance
Business launch & founder finance
Focused fixed-fee services for DAFT founders, self-employed entrants, and small businesses that need a business model, forecast, pricing, admin workflow, or runway plan.
DAFT Launch Plan
€950Business launch & founder finance
A practical business plan plus 12-month forecast for DAFT founders and self-employed entrants.
- DAFT/self-employed founders
- Business narrative + forecast
- Launch roadmap and capital use planning
What you get / may include
- Kickoff / working session
- Business narrative or plan document
- 12-month revenue and cost forecast
- Startup cost + capital use plan
- Launch roadmap
- One revision round
excl. 21% BTW
Pricing & Offer Strategy Sprint
€450Business launch & founder finance
Define what you sell, how to package it, and what pricing makes sense before launch.
- Pre-launch founders
- Undercharging concerns
- Offer ladder and initial price point decisions
What you get / may include
- Strategy working session
- Simple offer ladder
- Pricing recommendation memo
- Revenue assumption notes
- What-to-test-first action list
excl. 21% BTW
Finance Ops Setup Blueprint
€450Business launch & founder finance
A finance admin stack and workflow plan for invoicing, bookkeeping, VAT/KOR decisions, and month-end rhythm.
- New ZZP/BV setup
- Moneybird/bookkeeping stack questions
- VAT/KOR decision support
What you get / may include
- Finance ops setup memo
- Tool/bookkeeping stack recommendation
- Invoice/quote workflow outline
- VAT/KOR decision memo
- Month-end checklist
- First-quarter admin calendar
excl. 21% BTW
Founder Cash Runway + Pay-Yourself Plan
€550Business launch & founder finance
A practical 12-month runway and owner-draw routine for self-employed founders and DAFT entrants.
- Variable self-employment income
- Founder owner draw decisions
- Tax/set-aside buffers
What you get / may include
- 12-month founder cash runway model
- Owner draw / pay-yourself approach
- Set-aside routine
- Buffer targets
- 90-day cash priorities
excl. 21% BTW
Fractional CFO advisory
Fractional CFO advisory
For founders who need a recurring finance rhythm: forecast discipline, KPIs, cash visibility, pricing/margin decisions, and decision support.
Fractional CFO Kickoff (90-Day)
€1,250Fractional CFO advisory
A 90-day CFO kickoff for founders who need forecast discipline, KPI visibility, and financial priorities.
- Founders needing structure
- Forecast/KPI setup
- First 90-day finance priorities
What you get / may include
- Two working sessions
- KPI/dashboard setup
- 12-week rolling cash forecast
- 90-day priority memo
- One async follow-up cycle
excl. 21% BTW
Ongoing Fractional CFO Advisory Lite
€750/monthFractional CFO advisory
Monthly CFO rhythm for founders who want ongoing review and financial decision support.
- Monthly finance cadence
- KPI/dashboard review
- Forecast refresh
What you get / may include
- One monthly meeting
- KPI/dashboard review
- Forecast refresh
- Async questions
- Monthly priority notes
excl. 21% BTW; 3-month minimum
Ongoing Fractional CFO Advisory Growth
€1,350/monthFractional CFO advisory
A deeper ongoing CFO retainer for founders with heavier forecast, KPI, margin, and cash-flow decisions.
- Growth-stage finance cadence
- Two monthly meetings
- Margin/pricing/cash-flow review
What you get / may include
- Two monthly meetings
- KPI/dashboard + forecast
- Pricing/margin/cashflow review
- Coordination prep
- Heavier async support
excl. 21% BTW; 3-month minimum
Portal tools included during your access window
Core planning packages include access to the portal tools. Your access window depends on the package tier.
| Package | Tool access window | Included tools |
|---|---|---|
| Financial Snapshot | 30 days | DAFTBot • BV vs ZZP calculator • Timeline generator • Cash flow report generator |
| Financial Foundations | 3 months | DAFTBot • BV vs ZZP calculator • Timeline generator • Cash flow report generator |
| Full Cross-Border Financial Plan | 6 months | DAFTBot • BV vs ZZP calculator • Timeline generator • Cash flow report generator |
DAFTBot
Ask follow-up questions, clarify terminology, and pressure-test next steps while you implement your plan.
BV vs ZZP calculator
A scenario comparison calculator used inside the planning workflow. You’ll see clear labels and guidance directly in the tool.
Timeline generator
Generates a practical timeline and checklist based on your move date and situation so you can execute in the right order.
Cash flow report generator
Builds a baseline monthly cash flow and helps you explore what-if scenarios such as rent, transfers, buffers, and major expenses.
How it works
Step 1
Create a portal account or open the relevant service page.
Step 2
Complete the advisory intake or request the service from the page.
Step 3
We review within 48 business hours and confirm the right package/service route.
Step 4
You receive the payment, scheduling, or fit-call next step based on the selected service.
Step 5
For packages, we prepare the written deliverable pack and unlock the relevant tool access.
Step 6
For package work, you book the 30-minute walkthrough after the deliverable is ready. For sprints/CFO work, scheduling follows the service workflow.
Scope & boundaries
We provide planning and coordination so you can move forward confidently — and work efficiently with the right licensed professionals.
Included
- Personalized planning based on your situation
- Written deliverables, models, checklists, or advisory notes where included in the service
- Walkthrough, working session, or CFO cadence based on the selected service
- Organizing questions and context for tax/legal/investment/bookkeeping professionals
Not included
- Tax filing or legal representation
- Investment execution, custody, or portfolio management
- Bookkeeping execution unless separately arranged with a qualified provider
- Submitting visa/government applications on your behalf from this financial advisory workflow
FAQ
Do I book a call immediately?
For the three planning packages, no: start with the intake. We review and recommend the right package before payment/scheduling. Some business/CFO services may use an initial fit or working call first; that is controlled per service in the catalog.
How long is the walkthrough call for planning packages?
30 minutes. It is a review of your written deliverable pack: we confirm assumptions, explain the logic, and highlight the top next steps.
Do all services include portal tool access?
No. Portal tool access is included with the three core planning packages. Business launch and CFO services can still start through the portal, but their work usually continues through service-specific scheduling and portal support rather than the package tool-access workflow.
What if I am not sure which package or service I need?
That is normal. Start with the intake and we will route you based on your timeline, complexity, business needs, and goals.
Do you replace a tax advisor, attorney, investment professional, or bookkeeper?
No. We help you understand decisions, structure next steps, and prepare clean questions/context for the right licensed or qualified professionals.
Start with the intake — we’ll route you to the right package or service
Create your portal account, complete the intake, and we’ll recommend the best next step based on your move timeline, financial complexity, and business needs.