Frequently Asked Questions
What is Expat Wealth Compass?
Expat Wealth Compass provides financial education, retirement planning guidance, and investment coaching for English-speaking professionals living in Germany.
The goal is to help clients better understand their financial situation, make informed decisions, and approach retirement with greater confidence.
Who is your ideal client?
I primarily work with internationally mobile professionals, educators, managers, consultants, engineers, and retirees who live in Germany or are planning to retire here.
Many of my clients have lived or worked in more than one country and are looking for clear, practical guidance on investing and retirement planning.
What services do you provide?
Services may include:
- Portfolio reviews
- Retirement planning discussions
- Investment education
- Expat financial guidance
- Financial goal setting
Every client's situation is different, and services are tailored accordingly.
Do you manage investments or sell financial products?
NO!
Expat Wealth Compass does not manage investment accounts, sell financial products, accept commissions, or receive compensation from banks, insurance companies, or investment providers.
The focus is on education, guidance, and helping clients understand their options.
Can you recommend specific investments?
The purpose of Expat Wealth Compass is to provide financial education and coaching.
Specific investment, tax, and legal decisions should always be considered carefully and, where appropriate, discussed with qualified professionals.
How much does a consultation cost?
Initial conversation is free! Fees depend on the type of consultation and the complexity of the client's situation.
A complimentary introductory call is available to discuss your goals and determine whether Expat Wealth Compass is the right fit for your needs.
Why work with Expat Wealth Compass?
After more than three decades working in international education, I understand many of the financial questions faced by internationally mobile professionals.
My approach is practical, educational, and independent, with a focus on helping clients gain clarity and confidence rather than selling products.
Is this investment, tax, or legal advice?
NO!
Information provided through Expat Wealth Compass is educational in nature and is not intended as investment, tax, accounting, or legal advice. Clients should consult appropriately qualified professionals before making financial, tax, or legal decisions.