We maintain a network of trusted professionals including CPAs and Attorneys to assist you with any of your financial planning needs.
Flexible approach to financial planning. Your plan should fit your lifestyle.
Save time by allowing a professional to consistently review your accounts.
My strategies allow you to maintain your flexibility while also making smart financial decisions to help protect and plan for your future.
- How do I prepare for my retirement in the US?
- Where can I put my money and earn a high interest in the US?
- How can I protect my Estate for my family in the US?
- How do I defer my taxes in the US?
- What are the steps to build my financial future in the US?
As an expat, I often hear cautionary tales of my peers being taken advantage of or misled. These missteps can lead to severe financial hardships and the end of their American Dream. My role is to help you avoid these mistakes by educating you on your options based on things like your immigration status, your family situation, and your long and short-term objectives.
By deferring some of your financial tasks to a financial planner who understands you culture as well as the US financial environment, you can save time and focus on your other responsibilities while having the confidence that your assets are suitable and intelligently managed.
As one of the few French-born financial planners here in the US, I am proud to offer you my expertise. It’s incredibly important to find an advisor that you can rely on and trust to do what is best for you.
I, personally, have spent a great deal of time seeking out other French-born professionals who put their clients first and have a similar philosophy to my own. This network helps me refer my clients to trustworthy, French-speaking professionals who can help them with tax needs, estate planning, and immigration. It is part of my mission to be a helpful resource to you from financial planning to general advice about acclimating to life in the US.
Why I decided to become a financial planner in the US?
I decided to go into Financial Planning because I have been in your shoes and I understand. When I first moved to the US, I didn’t know where to start organizing my personal finances. Through self-education that led to formal education, I developed a passion for sharing my knowledge and helping people like you.
As your financial planner, I will educate myself on your situation, objectives and concerns in order to create a financial plan that best fits your needs, time horizon, and risk tolerance.
Whether your estate in $1,000 or $10M, Raymond James and I can offer the tools, resources, and willingness to help educate you and plan your financial freedom.