What it's like to work with me

It has a lot of rooms: cash flow, insurance, investments, taxes, retirement income, the estate plan, and one that's easy to skip, how your family actually makes decisions about money. When I trained as a CERTIFIED FINANCIAL PLANNER^® professional, the curriculum covered every one of them.

Each room usually has its own specialist. An advisor for the investments, a CPA for the taxes, an attorney for the estate plan, an agent for the insurance. In a lot of the conversations I have, cash flow and retirement planning land on you.

And the rooms share walls. Sell an investment, and your tax bill changes. Change the estate plan, and that can mean new beneficiaries on your accounts, or new accounts entirely if there's a trust. It's not that you don't have good people. It's that nobody's job is the space between them.

Now there's a property title, residency, two currencies and a second set of tax rules. Different country, different building codes, and that's where the cracks show up. An estate plan written for one country can miss the house in the other. A US brokerage account can limit what you're allowed to buy once your address is abroad.

I'm Brennan Vitali, a CFP^® professional and a wealth advisor, and I focus on cross-border planning. I manage the investments and hold one blueprint for every room, in both countries. Your attorney and your CPA still do their work. Now they work from the same plan.

We go through every room together each year. And when something changes, like a sale or an inheritance, I'm the first call, before anything gets built.

For the first ten minutes, I'll ask about your situation, because I can't tell you anything useful until I understand it. Then I'll tell you straight whether I can help. If I can, I'll show you what working together looks like. It helps to know who's on your team today: your CPA, your attorney, any advisor you already use.