Our planning process

Six phases — Understand, Define, Map, Decide, Act, Adapt — delivered through the seventeen-step Blueprint.

Key facts

• Who we serve: Americans living abroad and US-connected families. Most clients have $1M+ in investable assets; we also work with selected households from $500K.
• What we solve: PFIC, FATCA / FBAR, 401(k) and IRA abroad, Tax treaties, Cross-border retirement.
• How: Life-led planning plus personalised portfolios of low-cost index and factor funds.
• Where assets are held: Held in your name at independent custodians, typically Schwab or IBKR, depending on your circumstances. Selanis never holds client money.
• Fees: Blueprint $3,000 and Life $8,000 (flat planning fees). Private Wealth Management on a tiered, blended schedule starting at 1.00% on the first $1M and declining to 0.30% above $10M. Fee-only: no commissions, no product payments, no lock-in.
• First step: Complimentary Fit Conversation (45 min). A free 45-minute conversation to understand your situation and decide together whether we are the right fit. It is not a sales pitch, and it is not advice or a written plan.

Book a Fit Conversation — Complimentary Fit Conversation (45 min).