Thinking About Moving Back Home?
First of all…
Congratulations.
Whether you’re returning to France, heading back to the UK, or simply starting to think about life after the U.S., it’s an exciting chapter.
It’s also a chapter filled with questions.
Lots of questions.
Like…
- What happens to my U.S. Social Security?
- Can I still receive it if I live abroad?
- What happens to my French or UK pension?
- How do I avoid paying unnecessary taxes?
- Should I sell my U.S. home before I leave?
- What are the tax consequences if I do?
- What happens to my retirement accounts?
- Should I keep my investments in U.S. dollars?
- How do I protect myself against exchange rate fluctuations?
- What do I do about healthcare when I move back?
- What can I do before I leave the U.S. that will make life easier once I’m home?
These are exactly the kinds of questions we work through together.
It's More Than a Move.
Returning home isn’t simply packing boxes and booking a flight.
It’s untangling years—sometimes decades—of financial life built in another country.
Retirement accounts.
Taxes.
Investments.
Property.
Currencies.
Healthcare.
Estate planning.
The earlier you start planning, the more options you’ll usually have.
Why Me?
Because I’ve lived an international life myself.
I grew up in Paris, built my career in London, and eventually settled in New York City and Connecticut.
I know what it’s like to build a life abroad while keeping one foot back home.
As a licensed financial advisor, CFA charterholder, and fiduciary, my role is to help you navigate the financial side of that journey so you can focus on the exciting part—your next adventure.
My Current Focus
Today, I specialize in helping French and British expats navigate the transition back home.
Why?
Because those are the systems I know best, and I believe it’s better to do a few things exceptionally well than try to be everything to everyone.
Will that list grow over time?
Absolutely.
Watch this space. 😊
And if you’re from another country and your situation is similar, don’t be shy.
I’d love to hear your story. If we’re a good fit, you might even become one of my favorite “beta clients” as I expand my international practice.
Let's Make Your Return Home a Financial Success
Moving home should feel exciting—not overwhelming.
With the right planning, you can avoid costly surprises, make informed decisions, and start your next chapter with confidence.
Let’s make sure your money is ready to move before you are.