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Financial Planning for Global Living

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.

About the Book

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