Cross-Border Financial Planning Between the U.S. and France
Practical financial planning and investment guidance for French and French-American families in the U.S., as well as Americans preparing to move to France.
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Financial Guidance for Your Life Between the U.S. and France
Your priorities change depending on where you live and where you are heading. Choose the path that best matches your situation.
French and French-American Families in the U.S.
Build and coordinate your financial life in the United States without losing sight of your ties to France. We help with investments, retirement accounts, equity compensation, family planning, and cross-border financial decisions.
Plan Your Finances in the U.S.Americans Moving to France
Prepare your finances before you relocate. We help you review your U.S. investments and retirement accounts, tax-sensitive decisions, estate planning, and the financial impact of becoming a resident of France.
Prepare Your Move to FranceCoordinate Your Financial Life Across the U.S. and France
Financial decisions made in the United States can have consequences in France—and vice versa. Investments, retirement accounts, taxes, estate plans, and family goals should be considered together, especially before a change of residency.
Oui Financial brings these moving pieces into one clear strategy. We help you understand your options, coordinate with tax and legal professionals when needed, and make informed decisions throughout your U.S.–France journey.
Explore Our Financial Planning ServicesCross-Border Financial Planning, Made Clear
We provide a practical and straightforward approach to managing financial decisions across the United States and France. Your plan is built around your current situation, future destination, and long-term goals.
We begin with a free introductory session to understand your situation, discuss your priorities, and determine how we can help.
Investment and portfolio strategy
U.S. and French retirement accounts
Tax-aware planning and coordination
Stock options, RSUs, and ESPPs
Estate and inheritance planning
Financial preparation before moving to France
Why Clients Choose Oui Financial
01
U.S.–France Cross-Border Expertise
We understand how financial decisions, accounts, and life changes can interact across the United States and France. Our guidance considers the full picture rather than treating each country separately.
02
Independent and Transparent Advice
We do not sell financial products or receive commissions. Our recommendations are built around your situation, priorities, and long-term goals.
03
Personalized Guidance
Your financial plan should reflect where you live today and where you are going next. We provide practical guidance for families in the U.S. and Americans preparing for life in France.
04
Responsible Investing
We prioritize socially responsible investment options designed to support long-term growth while reflecting environmental and social considerations.
Planning a Move to France from the U.S.?
Before changing residency, it is important to review your U.S. investment accounts, retirement plans, equity compensation, estate documents, and the timing of major financial decisions.
Oui Financial helps Americans prepare financially for their move and build a coordinated plan for managing their assets across the United States and France.
Start Planning Your MovePractical Financial Insights for Life Between the U.S. and France
Subscribe for guidance on investing, retirement, cross-border financial planning, and preparing financially for life in France.
Start Building Your U.S.–France Financial Plan
Book a free introductory session to discuss your goals, questions, and next steps—whether you live in the United States or are preparing to move to France.
Independent guidance. No product sales. No commissions.
Book a Free Session