Financial Advisory Package

Financial Foundations

A practical first-year money operating system for US → NL life: accounts, currencies, buffers, transfers, set-asides, and a 90-day action plan.

€650Tool access: 3 monthsexcl. 21% BTW where applicable
Start in the PortalBack to all options
4–10 pagesWritten Foundations pack
3 monthsPortal tool access
30 minutesDeliverable walkthrough

Best-fit summary

Turn scattered money decisions into a repeatable first-year routine.

Use this when

  • You want a working monthly routine, not just answers.
  • You are managing USD income, EUR expenses, variable income, or first-year unknowns.
  • You need transfer rules, set-asides, and buffers you can actually follow.

Main outcome

  • A Money Map showing what each account/currency rail is for.
  • A USD→EUR transfer strategy based on real bills, not market timing.
  • A 90-day implementation plan so the system becomes usable quickly.

Not the best fit when

  • Stock compensation, large investments, entity decisions, or multi-country planning that needs deeper guardrails.
  • A long-term blueprint beyond the first year.
  • Situations where licensed tax/legal/investment professionals need a more detailed coordination brief.

Deliverables

What your written pack covers

Every pack is tailored, but the structure stays predictable so it is easy to read, implement, and share with the right professionals.

Deliverable components

  • Everything needed from Snapshot, refined for your situation.
  • Money Map: accounts, currencies, income streams, and purpose of each rail.
  • USD→EUR transfer policy: cadence, decision rules, and staged transfer logic.
  • Pay-yourself and set-aside routine for taxes, annual costs, and buffers.
  • 90-day action plan tied to move timing, housing, banking, and cash-flow priorities.
  • Portal tool plan for cash-flow scenarios and timeline updates.

Common situations

  • “We have USD income and EUR spending — how should money move?”
  • “How much should we keep in each currency?”
  • “How do we stop random transfers?”
  • “What should we set aside for taxes, annual costs, and one-time move costs?”
How to think about this tier: Foundations is the middle tier. It is usually the best fit when the main need is a calm first-year operating system. If complexity is materially higher, we’ll recommend the Full Plan instead.

Process

How this package works

1

Start in the portal

Create or open your portal account and complete the intake.

2

We review

We check fit, complexity, and whether this package is the right depth.

3

Written pack

After purchase, we prepare your client-facing written deliverable pack.

4

Walkthrough

You book the 30-minute deliverable review and use the portal tools during your access window.

Portal tools

Tools included during the access window

Use the tools to run scenarios, update timing, and clarify next steps while you implement.

DAFTBotAsk follow-up questions and clarify terms or sequencing.
Timeline generatorRe-run your order of operations when dates change.
Cash flow reportPressure-test rent, buffers, transfers, and one-time costs.
BV vs ZZP calculatorCompare entity tradeoffs at a high level when relevant.

Start with the intake

The intake lets us confirm whether this is the right package depth before you pay. If another package is a better fit, we’ll tell you.

Start in the PortalCompare all options

Planning, education, and coordination support. Not tax filing, legal advice, regulated investment advice, or investment execution.