Pricing

We get it. You've spent decades building something. Now you want to enjoy it without wondering if you're getting fleeced. Our pricing is straightforward because your retirement shouldn't involve decoding spreadsheets at 2 AM. Pick a plan, we'll handle the rest.

The Scout

$2,400/year

Perfect if you're still kicking the tires. Annual check-ins, basic visa intel, and access to our country guides. Dip your toe in.

✓ 4 quarterly planning calls
✓ Tax residency overview for your target country
✓ Healthcare insurance guidance
✓ Banking setup walk-through
✓ Access to our expat resource library
✓ Email support (48-hour response)

Start Here

The Navigator

$7,200/year

Our most popular. Comprehensive retirement planning, ongoing optimization, and someone in your corner when life gets weird abroad.

✓ Monthly strategy sessions
✓ Detailed country financial analysis
✓ Investment and pension review
✓ Healthcare and insurance optimization
✓ Tax planning specific to your situation
✓ Visa sponsorship pathway mapping
✓ Priority email + phone support

Let's Plan This

The Architect

Custom

Complex situations need complex solutions. Multi-country holdings, significant assets, family logistics. We build something bespoke for you.

✓ Unlimited strategy sessions
✓ Multi-country financial optimization
✓ Estate planning coordination
✓ Family structure planning
✓ Real estate and property guidance
✓ Direct access to senior advisors
✓ Dedicated support team

Schedule Consultation

Pricing FAQ

Do you charge extra when I actually move countries?

Nope. Your plan covers the whole transition. That's moving logistics, the paperwork mess, account opening—all of it. We don't nickel-and-dime you when you're already stressed about leaving everything familiar.

What if my situation changes mid-year?

It will. Life's like that. We adjust your plan without extra fees. Change of mind about location? New grandkid on the way? We recalibrate. You're not locked into something that doesn't fit anymore.

Can I switch plans if Navigator isn't cutting it?

Absolutely. If you realize you need the Architect package (or actually just needed the Scout), we adjust. No penalty. We want you in the plan that actually helps, not the one you feel obligated to keep.

Do you handle taxes across countries or just retirement planning?

Both. We coordinate with your accountant and tax advisors—we don't replace them. But we make sure your retirement structure makes sense tax-wise across whatever countries you're operating in. It's part of the whole picture.

Need a Custom Solution?

Contact Sales