Planning

The financial plan includes advice on cross-border issues for our expatriate clients and addresses investment issues as well as non-investment issues such as estate planning, taxation, education planning for children or grandchildren, and retirement considerations

Comprehensive Financial Planning

Life is full of twists and turns; life partners, children, and elder parents to care for, changes in employment and marital status, successes and challenges in business and investment, all combine to make the future uncertain but full of possibilities.

The IAM financial planning process recognizes this uncertainty and the fact that a comprehensive plan is required that adapts as your situation changes with time. Realizing future goals and dreams and providing for those who depend on you is greatly enhanced with guidance from an IAM professional and a carefully monitored personalized financial plan.

At IAM we use the latest in financial modeling technology to give you the most comprehensive picture possible of how you can attain future goals. Full cash flow/balance sheet/income statement projections that incorporate tax effects and Monte-Carlo analysis, which addresses the inherent uncertainty in investment returns and life span, help to quantify the probability of reaching each goal.

The financial plan includes advice on cross-border issues for our expatriate clients or anyone with assets in more than one country. We also address non-investment issues such as estate planning, taxation, education planning for children or grandchildren, and retirement considerations.

Each of our planners is a Certified Financial Planner™ professional that you can trust to work with you to formulate and monitor a financial plan that will guide you through the years ahead.

Ideally, our Financial Planning Service is combined with our Portfolio Management Service. In this manner, we can not only help you outline a plan to meet your financial goals, we can also help you realize the investment performance necessary to fulfill the portfolio return requirements projected in your financial plan and make adjustments to your investment strategy as time goes on.