Financial Planning for Globetrotters that call the US home
Pavlov Financial Planning believes providing smart, strategic financial advice for your complex and ever-changing life is a collaborative, continuous, and evolving process.
Financial planning isn’t a one-time to-do or a static document. Good planning is about building a solid relationship together that help you discover goals, design strategies, and find unique ways to help you make better decisions so you can get the most from your resources.
There are a few ways in which we can work together to get you the turn-by-turn guidance you want:
MAP
Develop a Financial Roadmap to your desire destinations so you can follow it on your own in your journey.
USD 3,000
Single Engagement
Suitable for
✓ Resourceful self-starter who just needs a little perspective and some additional knowledge
✓ Diligent saver who wants a comprehensive understanding of how all the pieces fit together
✓ Responsible steward of money who has done a good job, but wants a personalized analysis to make sure everything is on track, and learn what else to do
See the big picture, understand your options, and feel confident about your decisions.
Deep conversations about your needs, hopes, inspirations, and possibilities to pursue
Review of your current financial situation and system
Build a system for:
What to do with your current asset and debt
Where your future income should go
While taking into account your goals, preferences, taxes, time constraint, ease of administration, and family situation.
GPS
Get yourself a Financial GPS to find the places you want to go, choose route options to get there, follow step by step directions, and receive real-time alerts to detour as road condition or your plan changes.
USD 250 / month
+ USD 2,000 initial planning fee
12 months minimum
Suitable for
✓ Busy professional who needs extra reminders to get the important things done on time
✓ Newbie to managing high income and investing who wants ongoing education and guidance
✓ Couple ready to develop a system to manage finances effectively together with an objective third party
✓ Indecisive procrastinator who makes faster and better decisions when having a sounding board
Take Actions & Know what you don't know
Everything in MAP Planning Program
PLUS
Remind you until you do it.
Show you how to do it.
Do it with you.
Coordinate with someone who can do it for you.
Proactively look out for ways to improve your odds of success as your life evolves and the world changes.
GPS with Global Add-On
Local directions are not enough. Get a Financial GPS that works as you navigate to and in different countries!
USD 375 / month
+ USD 2,000 initial planning fee
12 months minimum
*PFP has the sole discretion over whether client situation merits Global Add-On purchase.
Best for
People with ongoing, complex global planning needs, such as:
✓ US citizen who owns assets or receives income outside of the US
✓ Location-independent American business owner
✓ Married couple with different nationalities living in a third country.
✓ Foreign nationals working and accumulating wealth in the US but intending to leave permanently
Take charge of your multi-national financial life
Everything in GPS Planning Program
PLUS
Extra coordination of your financial affairs across the world.
Have questions? Click above to schedule a free, 30-minute consultation call where we’ll chat through your situation and provide you the answers you need, so you can make an informed decision about the best path forward.
Pavlov Financial Planning only receives payment from clients directly. The fees you pay, outlined for you above, are the only fees Pavlov FP receives (there are no commissions or financial incentives from any third parties).
Take a look at our regulatory disclosure brochure if you would like to see more detail information.
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