Financial Planning for America’s Foreign and Civil Service Professionals

Enabling clients to optimize their retirement benefits and reduce unnecessary tax exposure.

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Our Services Include

Financial Planning

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A strategy to maximize your retirement benefits, reduce unnecessary tax-exposure, and reach your goals.

Financial Management

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Access to your trusted Advisor whenever you need us.

Investments

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We’ll choose investments that align with your values and goals.

Who We Serve

Foreign Service and Civil Service Professionals

We specialize in serving members of the U.S. Foreign Service and Civil Service who navigate complex benefits and frequent relocations. We understand the system you work in and help you make the most of every opportunity your benefits provide.

Early and Mid-Career Professionals

You’ve built a career and you’re saving consistently, but you want to be sure your decisions line up with your long-term goals. We help you create clarity around cash flow, investing, and tax-efficient growth so you stay on track.

Nearing or Living in Retirement

If retirement is on the horizon, or already here, this is the time to bring everything together: your TSP, 401(k), annuities, Social Security, and taxes. We’ll help you estimate your retirement paycheck so you stay in control and avoid unpleasant surprises. The goal is simple: turn what you’ve built into a coordinated plan that supports the life you want next.

Seeking a Trusted Advisor

They want to know their finances are being handled with care and expertise. They value having a clear process and a trusted partner who helps them make thoughtful, informed decisions about their future.

Schedule Your No-Cost Global Reviewâ„¢

Our Global Review™ process is designed to show you how we can help before you pay us any fees or make any commitments. Together, we’ll answer three questions:

  1. Is your retirement properly funded?
  2. Are you paying more in taxes than you need to?
  3. Is your portfolio suitable for retirement?

This process is for individuals who are saving for or approaching retirement and are a good fit for our firm. There is no cost or obligation for this review. We want you to understand how our process works and what value it can bring before you ever pay a fee or decide to entrust us with your assets.

schedule your no-cost global reviewâ„¢

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.

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.

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.

Financial Management

Ongoing partnership with continuous portfolio oversight and personal financial guidance.

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