Plan your future

Work with experienced professionals who can help you navigate all the complexities of cross-border living, seeking to ensure you have a coherent plan for whatever comes next.

The advice you need to thrive

Moving to America is a bold, ambitious leap, but the US environment is filled with financial landmines ready to blow up your best-laid plans at any moment. Without a clear strategy, the pressure of managing two tax systems and conflicting pension rules often creates deep-seated anxiety about your family’s future.

These stressors shouldn’t overshadow your success. You’ve worked hard to build a life in the States, and you deserve a plan that rewards that effort. We’ll provide the steady hand and experienced perspective you need to stay on track, and organise your global affairs into a simple, practical roadmap for the future.

Our lifestyle-first approach seeks to align your money with your goals. Choose us, and we’ll seek to help you move forward with confidence that your cross-border life is finally under control.

All your burning questions, addressed

If you’re confused by the realities of expat life, you aren’t alone. These are some of the key challenges we help clients, just like you, work through.

Will we be okay in retirement?

How do I manage my UK pensions?

Can my plan cover US and UK assets?

Are we tax-efficient as a family?

01

Explore

02

Investigate

03

Present

04

Implement

05

Review

06

Reassess

01

Explore

The initial meeting

Your journey with us starts with an exploratory conversation to understand what’s on your mind, why you’re seeking advice, and whether we’re well placed to help. It’s a chance to talk openly about your situation, concerns, and priorities, with no obligation to proceed.

Start my journey

02

Investigate

Fact-finding begins

If you decide to move forward, our team will gather detailed information about your finances, goals, and cross-border circumstances. This might include assets, pensions, income, tax considerations, and any other existing arrangements you have in the UK, US, and anywhere else.

Start my journey

03

Present

Your personalised plan

Using the information collected, your adviser will prepare a clear, high-level plan that brings everything together. You’ll be presented with a one-page overview that highlights key priorities, planning areas, and decisions to consider, helping you see how the different pieces of your finances connect.

Start my journey

04

Implement

Wheels in motion

Once you’re comfortable with the plan, we’ll get you fully onboarded as a Plan First Wealth client. This implementation stage involves things like setting up accounts, transferring assets, and coordinating with other professionals involved in your affairs, such as accountants or attorneys.

Start my journey

05

Review

Keeping track

Planning doesn’t stop once everything is in place. Together, we’ll review your situation regularly to ensure arrangements remain appropriate, discuss any changes, and revisit priorities as your life and circumstances evolve.

Start my journey

06

Reassess

Flexibility built in

Life as an expat can change unexpectedly, whether that’s due to career developments, family events, or even a possible move to another country. If circumstances alter, we can reassess your position and update your tailored plan as needed.

Start my journey

Real expats, real results

When you’ve left everything familiar behind to build a life in America, your financial planning needs to work harder. See how our cross-border experience has transformed messy, stressful situations into coherent plans that help expats sleep at night.

Why choose us?

In our latest client survey...

0

of respondents believe that working with us has helped or will help them achieve their financial goals.

0

of respondents would recommend us to their friends, family, or colleagues.

0

of respondents were either very or mostly satisfied that we understood their needs and goals.

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Knowledge bank

Navigate the unique financial challenges of expat life with the help of our free resources. From pensions to tax planning and more, discover insights designed specifically for Brits in America.

Blogs

17 Apr 2026

6 reasons why you need a robust investment strategy in retirement

Podcasts

Episode 88

Portugal for American Expats: Golden Visas, Tax Traps and Big Rule Changes
Play

Guides

Opportunities & Landmines Checklist

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    Two simple ways to reach us

    Whether you’re ready to begin or want some more information first, we’ve got you covered. Choose the option that suits you best below.

    Schedule my call
    646 201 4865
    Greenwich, CT

    Any testimonials were provided by current clients. The clients were not compensated, nor are there material conflicts of interest that would affect the given testimonies. The testimonies may not be representative of the experience of other current clients and do not provide a guarantee of future performance, success or similar services.

    Plan First Wealth is a registered investment adviser located in Greenwich, CT. Plan First Wealth may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Plan First Wealth’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Plan First Wealth’s website on the internet should not be construed by any consumer and/or prospective client as Plan First Wealth’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalised investment advice for compensation, over the internet. Any subsequent, direct communication by Plan First Wealth with a prospective client shall be conducted by a representative who is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Plan First Wealth, please contact the state securities regulators for those states in which Plan First Wealth maintains a registration filing. A copy of Plan First Wealth’s current written disclosure statement discussing Plan First Wealth’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Plan First Wealth upon written request. Plan First Wealth does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Plan First Wealth’s website or incorporated herein, and takes no responsibility, therefore. All such information is provided solely for convenience purposes only, and all users thereof should be guided accordingly.

    This website and information are provided for guidance and information purposes only. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice. There are no warranties implied.

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