We've used an international tax accountant to advise us on filing US tax returns when we spent time abroad. But, we wanted a financial planner to take stock of our financial plan, and advise us on the long term tax implications of spending additional time abroad. Would any time of international based assets help or hurt our tax situation, are there countries more or less favorable to expats from a tax perspective. We interviewed several firms and individuals, and in Malissa's free consult, she gave us new and sound advice that essentially pre-paid her fee so it was a no brainer. The financial planning with her was broad, deep and insightful and I sleep better at night knowing what the risk/reward considerations are for certain decisions. We whole heartedly recommend Malissa for anyone thinking of being an expat for any period of time, or frankly anyone who needs a smart, patient, and completely professional financial planner.
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.