Financial Advisory Package

Full Cross-Border Financial Plan

A deeper written blueprint for complex income, assets, stock compensation, business/entity decisions, or longer-term cross-border planning.

€1,250Tool access: 6 monthsexcl. 21% BTW where applicable
Start in the PortalBack to all options
10–25 pagesCross-border blueprint
6 monthsPortal tool access
30 minutesDeliverable walkthrough

Best-fit summary

A durable cross-border structure you can run — and explain to your professional team.

Use this when

  • You have meaningful assets, stock compensation, business/entity questions, or multiple income types.
  • You want decision rules and architecture, not only a move-year checklist.
  • You need a cleaner handoff to tax, legal, bookkeeping, or investment professionals.

Main outcome

  • A written Cross-Border Blueprint with assumptions, priorities, and decision rules.
  • A money-flow architecture for USD/EUR accounts and transfers.
  • A 12-month implementation roadmap with coordination prompts for licensed pros.

Not the best fit when

  • One or two simple questions that can be answered with Snapshot.
  • A first-year monthly system with no deeper cross-border complexity — Foundations may be enough.
  • Requests for tax filing, legal advice, investment execution, or portfolio management.

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

  • Cross-Border Blueprint: priorities, assumptions, risks, and recommended structure.
  • Money-flow architecture: where money lands, how it moves, and why.
  • Investing and retirement guardrails for US persons in NL (education-only).
  • Business/entity and compensation lens where relevant, with coordination prompts.
  • Tax coordination brief and documentation hygiene checklist.
  • Implementation roadmap plus 12-month calendar.
  • Portal tool plan for multi-scenario iteration during the 6-month access window.

Common situations

  • “How should US business income interact with NL personal finances?”
  • “What guardrails apply to brokerage, retirement, RSUs, options, or ESPP?”
  • “Should ZZP vs BV change how personal money moves?”
  • “How do we keep this reversible if we may return to the US?”
How to think about this tier: The Full Plan is the deepest package. It is built for connected decisions where a simple checklist would leave too much unstructured.

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.