Arielle has spent over a decade working on personal tax and financial planning issues for clients who, like her, live and work in Europe. She founded Connected Financial Planning to empower professionals and families to build a life that reflects their core values while building a stable financial future. She believes that financial education is the cornerstone of every client relationship.
In addition to her work with Connected Financial Planning, Arielle is also the host of Passport to Wealth™, a podcast and education platform designed to serve US expats around the globe. Through this platform, she provides valuable insights and resources to those navigating the unique challenges of building wealth and managing finances while living abroad.
Through years of education and industry experience, Arielle has in-depth expertise in the cross-border space, specifically in:
- tax planning
- cash flow management, and
- retirement/life planning.
She is both a Certified Financial Planner™ and an Enrolled Agent, admitted to practice before the IRS. Arielle is also a member of The National Association of Personal Financial Advisors (NAPFA) and the Fee Only Network, organizations that support and promote financial advisors who serve clients on a fee-only basis.
While Arielle primarily serves clients virtually, in-person meetings may be available upon request.
Languages Spoken
- English
- German
Client Focus
- Non US Persons Leaving the US with US Based Assets
- Non US Persons Moving to the US
- US Expat Moving Abroad
- US Expat Living Abroad
Expert Services Offered
- Cross Border Financial Advisor
- Investment Management
Compensation Model
- Fee Only
- Hourly Rate