Financial Planning for U.S. Foreign Service Officers

We specialize in the Foreign Service lifestyle: TSPs, federal benefits, and cross-border complexity.

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Global Fiduciary Partners, LLC

Independent, fee-only financial planning for globally for U.S. diplomats and globally mobile professionals.

We help clients move forward with confidence: with one plan, one dashboard, and no guesswork.

Flat-Fee Financial Planning

Personalized plans covering cashflows, investments, taxes, debt, retirement, and more.

Targeted Advice Sessions

Hourly guidance for important financial decisions like windfalls and relocations.

Seminars and Workshops

Tailored programs for U.S. embassies, government agencies, global organizations, and international schools.

The Advisory Program

Ongoing partnership with continuous portfolio oversight and personal financial guidance.

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Frequently Asked Questions

Every plan we create is fully personalized, but most include guidance in the following areas:

• Cash Flow Management
• Retirement Planning
• Investment Strategy
• Tax Planning
• Insurance & Risk Management
• Education Planning
• Estate Planning
• Real Estate Strategy

Plans reflect your unique situation. Your Advisor will recommend the most relevant areas based on your goals, and you’ll have the flexibility to tailor the scope. The Firm may also address additional planning needs such as cross-border income, existing business ownership, or specialized federal benefits. Learn more about the GFP Process here.

The GFP Process starts with a chat and ends with an actionable roadmap towards your financial goals that reflects your goals and values. Find out more about how we work here.

While many of our clients live or work overseas, including diplomats and expats, we also serve U.S.-based clients who value a global perspective. If you have cross-border interests or a global mindset, we’re built to support you.

Comprehensive financial planning is flat-fee only, advice sessions are hourly.

That’s exactly what our hourly sessions are for. If you’re facing a specific financial decision like managing a windfall, navigating a unique issue, or just need clarity in one area, we offer focused advice without requiring a full plan.

You can schedule a free call with us to discuss your financial needs and goals.

No. Global Fiduciary Partners also works with U.S. expats and stateside Americans. Our focus is on globally minded individuals who value clarity, structure, and continuity in their financial lives.

A fiduciary advisor is legally obligated to act in your best interest, prioritizing your financial well-being above all. Learn more about the fiduciary standard here.