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Money clarity, human first.®

Money clarity, human first.®Money clarity, human first.®Money clarity, human first.®

Keep Asking How™

Keep Asking How™Keep Asking How™

Plan your move abroad with money calm—not worry.

We help you explore the realities of living abroad—visa paths, tax residency, healthcare and more.

*$250 credits to any program within 14 days.*

Book A Fit Call

Living abroad, explained in plain language

Expat Curiosity

vibrant african american seniors smiling living abroad after financial coaching keep asking how

A few reader favorites to get you started—no jargon, just facts and next steps.

Expat Curiosity Blog

If this sounds like you…

  • You’re exploring living abroad and want to understand visa options and requirements.
  • You’re confused about tax residency vs. immigration residency and what U.S. tax ties may persist.
  • You want a clear overview of healthcare abroad and how to plan for long‑term care if you later return to the U.S.
  • You prefer education and checklists over apps and spreadsheets.
  • You want straightforward language and neutral referrals when specialist advice is needed.

Book A Call

Recommended Programs

Money Breakthrough 120 — Expat Clarity

Expat Money Launch — Living Abroad 101 (~90 days)

Expat Money Launch — Living Abroad 101 (~90 days)

Outcome: Immediate clarity on your top questions. We’ll walk through the Readiness Scan and tailor your next steps.
Good when: you’re early in research or deciding whether to move.

Book Breakthrough 120 — $250

Expat Money Launch — Living Abroad 101 (~90 days)

Expat Money Launch — Living Abroad 101 (~90 days)

Expat Money Launch — Living Abroad 101 (~90 days)

Outcome: A feasibility‑first, education‑forward plan you trust—visa path fit snapshot, tax‑tie overview, healthcare & insurance questions, and a re‑entry (long‑term care) checklist.
Includes: Living Abroad 101 Roadmap, country comparison criteria, neutral resource list, and referral‑prep questions for attorneys/CPAs.

Book a Fit Call

What can I expect with Living Abroad 101?

What you leave with (first 30–90 days)

  • Living Abroad 101 Roadmap (one page) summarizing visa path types (education only), tax‑tie overview, healthcare notes, and re‑entry checklist.
  • Country Comparison Scorecard (quality of life, protections, climate, language, proximity, costs at a glance).
  • Healthcare & Insurance Questions Pack (for a planner/insurer abroad and at home).
  • Re‑Entry & Long‑Term Care Checklist (how to think about coming home later).
  • Neutral Resource List (government portals, directories) + Referral‑Prep Sheet (what to ask a cross‑border CPA/attorney).

Start living abroad

For LGBTQ+ and other minorities

move abroad and be free of fear

Many clients tell us they’re considering living abroad to align with rights, safety, and community fit. We’ll reflect your priorities in the Roadmap and Scorecard (legal protections to research, trial‑stay ideas, continuity of care). We keep the tone factual and respectful. (We do not provide immigration or legal advice.)

Optional add-ons • Bundle of 3: $469 • (SAVE ≤10%)

Residency Visa Pathways Prep (60‑min)

Overview of residency visa categories—retirement visa, work visa, digital nomad visa, and long‑stay/family routes. We outline typical eligibility factors and financial thresholds (e.g., proof of income/savings) and sketch a simple milestone plan you can validate with licensed professionals. 

Start living abroad

Tax Residency & U.S. Ties Clarity (60‑min)

High‑level framework for tax residency vs. immigration residency (days tests, domicile concepts) and questions to ask about FEIE/FTC and state exit issues with a cross‑border CPA. Includes a CPA consult question pack. 

Book a Fit Call

Healthcare Abroad + Medicare/Re‑Entry LTC (60‑min)

Map how public vs. private insurance and global policies commonly work, what to verify for visa health‑insurance requirements, and what to ask about Medicare coverage abroad and long‑term care when returning to the U.S. Includes a re‑entry care checklist. 

Start living abroad

Safety, Rights & Community Research Plan (60‑min)

Build a rights & safety research plan: anti‑discrimination protections to verify, recognition of marriages/partnerships, local orgs to contact, and community discovery ideas—especially helpful for LGBTQ+ and other minorities. 

Book a Fit Call

Country Fit Deep‑Dive (60‑min)

Use the Country Comparison Scorecard to weigh 2–3 locations: legal protections to research, cost drivers (rent deposits, utilities, mobile, transit, visa fees), climate, language, and community fit. Includes a light trial‑stay plan (no budgeting tools required). 

Start living abroad

Proof of Funds & Cost‑Drivers Prep (60‑min)

Compile acceptable proof‑of‑funds statements (bank letters, statements) and identify the first‑90‑days cost drivers you’ll likely encounter. We keep it simple—no spreadsheets; just a clean checklist you can validate with providers. 

Book a Fit Call

Documents, Translations & Apostille Checklist (60‑min)

Create a documents plan: civil records (birth/marriage), FBI/criminal background check equivalents, notarization/apostille steps, certified translations, and a tidy file‑naming convention so nothing goes missing. 

Start living abroad

Timeline & Milestones Plan (60‑min)

Lay out a realistic move‑abroad timeline with milestones (documents, consults, trial‑stay, decision date) and simple contingencies, plus re‑entry milestones to keep the option of coming back friction‑light.

Book a Fit Call

Neutral Referrals & Consult Ready (60‑min)

Neutral Referrals & Consult Ready (60‑min)

Pick and prep for neutral consultations (cross‑border CPA, immigration/estate attorney) using your question packs. No referral compensation received. 

Start living abroad

How does this feel?

retired couple lives abroad and enjoys life outside of the Us financial coaching living abroad 101

From curiosity to clarity

  • One page, two habits. We keep your plan visible and doable.
  • Friction‑first. We cut avoidable fees before adding complexity.
  • Proof you can see. Trimmed expenses, cash set aside, choices compared in writing.
  • Gentle pace. Camera‑optional sessions; we match your style.

Start Expat Plan

What can I expect from my first two session?

retired couple living abroad after financial

What we’ll do first (first two sessions)

  • Session 1 — Expat Readiness Scan (educational): Map your goals and constraints, then outline tax residency vs. residency vs. domicile, and the major visa path types (retiree, work, digital nomad) relevant to your situation.
  • Session 2 — Pathways Map: Build a one‑page Living Abroad 101 Roadmap with: visa path fit snapshot (education only), U.S. tax‑tie overview (what commonly persists/changes), healthcare & insurance questions, and a re‑entry (long‑term care) checklist.

Then choose your path below.

FAQs (living abroad specific)

What about ... ?

  • Can I get out of U.S. taxes if I move? We don’t provide tax advice. Some U.S. tax obligations may continue depending on citizenship, residency, and other factors. We’ll help you frame questions for a cross‑border CPA and understand concepts like tax residency vs. immigration residency at a high level.
  • Do you help me choose a visa? No. We outline visa path types and prepare questions. Legal/immigration decisions are made with licensed professionals.
  • Do you set up foreign bank accounts or handle FX? No. We focus on feasibility education. We can point you to neutral resources to research provider options.
  • Is this “expat concierge”? No. This is a feasibility & education track—before you move.
  • Can couples do this together? Yes. We’ll build one shared Roadmap and Scorecard.

woman living abroad and happy invest in financial coaching brad biren keep asking how life abroad

Your friend moved abroad and is happier and even making more money than before and saving on taxes.

From curiosity to clarity (how does the work feel?)

  • One page, two habits. We keep your plan visible and doable.
  • Friction‑first. We cut avoidable fees before adding complexity.
  • Proof you can see. Trimmed expenses, cash set aside, choices compared in writing.
  • Gentle pace. Camera‑optional sessions; we match your style.

Have More Questions?

Financial coach for moving abroad vs other professionals

HOW WE FIT WITH OTHER PROFESSIONALS

Estate Planning Attorney — documents & directives

Immigration Lawyer — legal strategy & filings

  • Plain‑English living abroad financial coaching: visa path types overview (retirement visa, work visa, digital nomad visa), tax residency vs. immigration residency concepts, healthcare abroad, and re‑entry/long‑term care considerations.
     
  • You get checklists, a Country Comparison Scorecard, a one‑page Living Abroad 101 Roadmap, and question packs for licensed pros.

Immigration Lawyer — legal strategy & filings

Estate Planning Attorney — documents & directives

Immigration Lawyer — legal strategy & filings

  • Determines visa eligibility, advises on requirements, prepares and files applications, and addresses compliance.  
  • Engage when you’re choosing a specific visa or ready to file.  



Estate Planning Attorney — documents & directives

Estate Planning Attorney — documents & directives

Financial Planner / Investment Adviser — portfolio & decumulation

  • Drafts/updates wills, POA, health directives, and cross‑border estate considerations.  
  • Engage when your move may affect beneficiaries or documents.  



Financial Planner / Investment Adviser — portfolio & decumulation

Financial Planner / Investment Adviser — portfolio & decumulation

Financial Planner / Investment Adviser — portfolio & decumulation

  • Provides investment advice, retirement withdrawal order, and portfolio strategy.  
  • Engage when you want advice on allocations or decumulation. (We do not provide investment advice.) 


Other Specialists you may meet along your journey

Financial Planner / Investment Adviser — portfolio & decumulation

Cross‑Border CPA / Tax Attorney — tax residency & filings

 Relocation/Concierge Services — logistics

  • Housing search, shipping, schools, and on‑the‑ground setup. (We do not provide concierge services.) 

Banks/Fintech Providers — accounts & FX

  • Provide bank accounts, cards, and foreign exchange services and fees. We help you compare questions; providers give terms.  


Cross‑Border CPA / Tax Attorney — tax residency & filings

Financial Planner / Investment Adviser — portfolio & decumulation

Cross‑Border CPA / Tax Attorney — tax residency & filings

  • Advises on U.S. and foreign tax interaction, tax residency tests, FEIE/FTC questions, potential state domicile issues, and return filing requirements.  
  • Engage when you need answers on obligations, forms, or timing.  

When to talk to whom

Who does what—so you book the right help at the right time.

Who does what—so you book the right help at the right time.

  • Still deciding? Start here (Financial Coach) → clarity, checklists, and professional question packs.  
  • Ready to choose a visa? Immigration lawyer.  
  • Unsure about U.S. tax ties/filings? Cross‑border CPA/tax attorney.  
  • Portfolio/withdrawals? Financial planner/investment adviser.  
  • Documents/beneficiaries? Estate attorney.  
  • Housing/shipping/schools? Relocation services.  

Who does what—so you book the right help at the right time.

Who does what—so you book the right help at the right time.

Who does what—so you book the right help at the right time.

Therapy heals the why. Planning optimizes the what. Coaching gets the how done. We turn confusion into two small moves this week, then track proof you can see—cash‑flow, buffer growth, and lower unnecessary spending. When a topic needs clinical, legal, tax, or investment expertise, we help you prepare questions and connect you with neutral referrals (no referral compensation). 

Educational coaching only

Who does what—so you book the right help at the right time.

Educational coaching only

No immigration, legal, tax, investment, or clinical advice. Neutral referrals available; no referral compensation. Legal services, if appropriate, are provided by a separate law practice under a separate written engagement. 

Ready when you are.

Book a fit Call Today!

Money Breakthrough 120 — $250

Money Breakthrough 120 — $250

Book A Fit Call

Money Breakthrough 120 — $250

Money Breakthrough 120 — $250

Money Breakthrough 120 — $250

 Credit note: Your $250 credits to any program within 14 days. 

Start Your Breakthrough

Disclaimer

ducational coaching focuses on financial coaching only—no legal, tax, or investment advice is provided. Use of this site or KAH services, does not establish an attorney‑client relationship.  

No immigration, legal, tax, or investment advice. 

Find out more

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