Financial Planning for Global Living

Book Cover: Financial Planning for Global Living
ISBN: 9780999257913

Go Beyond Cross-Border Tax and Legal Complexity to Location Independence, Financial Freedom and True Life Satisfaction

Jennifer A. Patterson, CFP® (US), CIMA, TEP

What is financial planning for global living?

Whether you are embarking on a short- or long-term overseas assignment, moving for love, are a dual citizen, are considering retiring abroad, or are an advisor to people in any of those situations, Financial Planning for Global Living will give you the insight and practical guidance, and the tools you need, all honed from the trenches. You'll learn the key dynamics of the community and lifestyle, discover the key technical issues that affect tax and legal complexity, and you'll learn both the model and the methodology to confidently design a plan that allows you to live, work, play, and make a difference from anywhere in the world while you and your family live a full, financially secure, happy, and well-structured life... across borders.

Publisher: Make Your Mark Global
Reviews:Lorne Mitchell, Managing Director, Objective Designers Ltd wrote:

...this book can save you money, your marriage/partnership, and a lot of emotional turmoil...Well worth reading and acting on the key ideas...

Andrew Jernigan, Expat Insurance Broker and Co-Founder, International Care wrote:

A must-read for anyone considering a globally mobile life...

Marina Hernandez EA, CFP(R), MHtax wrote:

...this may be the financial planning profession's best resource on cross-border planning issues faced by people navigating among a variety of national and local tax jurisdictions...

Author: Jennifer Patterson

Jennifer Patterson, CFP®, CIMA®, TEP is a recognized pioneer in cross-border wealth and life design. She has lived overseas over half her life and raised two tri-national kids with her dual-national husband. She is the author of “Financial Planning for Global Living: Go Beyond Cross-Border Tax and Legal Complexity to Location Independence, Financial Freedom and True Life Satisfaction” and “When Families Cross Borders: A Guide for Internationally Mobile People”, which was the first book to address financial planning and wealth management for multinational families, dual citizens and the globally mobile. She contributed to “Living Your Best Life Abroad: Resources, Tips and Tools For Women Accompanying Their Partners on an International Move” and “Expat Women: Confessions-50 Answers to Your Real-Life Questions about Living Abroad”. Jennifer is the founder of Patterson Partners Ltd., an independent financial advisory firm specializing in cross-border tax and financial planning that is known as “the secret advantage” to families with U.S. connections.