Tailored budget planning across two currencies

School/childcare cost planning

Retirement and property planning across jurisdictions

Local tax-saving strategies

Personal or household cash flow review

Aligning income/spending with long-term goals

Setting up a 12-month forecast

Automating savings & investment triggers

Salary negotiation and wealth gap strategy

Maternity, divorce, and career break planning

Inheritance, asset ownership, and independence

Risk management for caregivers

Analyze housing, tax residency, and cost-of-living tradeoffs

Managing foreign income, pensions, or insurance

School planning, banking, and emergency fund restructuring

Customized relocation checklist (with financial angle)

Review of savings, debt, investments, and goals

Planning for upcoming life events (baby, move, school, etc.)

Update strategy for new tax year or market conditions

Written recap + 1-page action plan