Financial Advisory Package

Financial Snapshot

A concise, high-signal written pack for one or two key decisions, move-year sequencing, or a fast sanity check before you commit to bigger planning.

€250Tool access: 30 daysexcl. 21% BTW where applicable
Start in the PortalBack to all options
1–3 pagesFocused written pack
30 daysPortal tool access
30 minutesDeliverable walkthrough

Best-fit summary

Quick clarity without overbuilding the plan.

Use this when

  • You want a clear “do this first / do this next” order of operations.
  • You have one or two specific questions: rent, timing, cash movement, payroll, or accounts.
  • You are lower complexity and need direction more than a full architecture.

Main outcome

  • A written Snapshot Summary with the main risks, assumptions, and next steps.
  • A move-year checklist tailored to your timing.
  • A targeted pressure-test for the decision that matters most right now.

Not the best fit when

  • Large taxable portfolios, stock compensation, or multi-country tax exposure.
  • Business/entity architecture that changes personal cash flow.
  • A need for a repeatable monthly system rather than one-off clarity.

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

  • Snapshot Summary: key takeaways, do/don’t guidance, and immediate priorities.
  • Move-year checklist: before arrival and first 30 days in the Netherlands.
  • One or two decision pressure-tests, such as affordability, timing, account setup, or transfer staging.
  • Top follow-up prompts: what would be needed if your situation expands later.
  • Portal tool plan: which tool to run first and what to look for.

Common situations

  • “Can we afford rent at €X?”
  • “What should we do before arrival vs after arrival?”
  • “What questions should we ask HR/payroll before accepting?”
  • “How should we stage EUR for a deposit or first-year costs?”
How to think about this tier: Snapshot is the lightest package. If the intake shows you need a repeatable system, we’ll point you to Foundations. If it shows high-stakes cross-border complexity, we’ll point you to the Full Plan.

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.