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Get our book "Adapting Elsewhere" written by Scott A. Schwartz, CFP® CIMA® AIF®.

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This is Where the Questions Get Specific

Thirty minutes  ·  No charge  ·  A fit check in both directions

Scott's advisory practice is built around Americans who are seriously considering or already living a life that crosses borders..
Find out what the first conversation looks like.

Who Scott Works With

Americans who are seriously considering — or already living — a life that crosses borders.

01

$400K+ in investable assets

The practice is structured for households where currency and jurisdictions matter.
02

Aged 35 to 65 — and beyond

Retirees, pre-retirees, and professionals whose work has become geographically indifferent.
03

Autonomy, lifestyle, security — together

Clients who do best in this practice tend to want all three, and are willing to plan carefully to get them. They are not looking for tax arbitrage or a fast passport. They are looking for a durable structure that holds across decades, currencies, and the eventual question of return.
A partial itinerary

If you are still researching, still convincing a spouse, still deciding whether this is real — the book is the right starting place.

Adapting Elsewhere is written for that stage of the question.
Get the Book
What it Covers

Thirty minutes, free of charge, and not a sales pitch. A fit check, in both directions.

You will talk about where you are in the journey — researching, planning, mid-move, or already abroad. The country or countries on your shortlist, and why. The financial picture at a high level: assets, income, retirement accounts, U.S. and foreign exposure. The questions that have been keeping you up.

Scott will be honest about whether ongoing advisory work makes sense in your situation — and equally honest if it does not.

Compliance answers a small question: "Am I legal?"

Strategy answers a larger one: "Am I protected?"
You will leave with
Outcome 01
A clearer read
on the actual complexity of what you are weighing.
Outcome 02
Specific issues
to start working on, in priority order.
Outcome 03
A recommendation
on what comes next — including, if Scott isn't the right fit, who is.
Request a Call

Fill out the Form to Contact Scott

Our process starts with qualification by completing the form.
01
Qualification
02
Calendar selection
03
Confirmation by email
04
30-min call · No charge
First Name
Last Name
Email
Phone
What is your United States Residency Status?
What Country Are you Considering?
Where are you in the Journey?
Approximate Investable Assets
The biggest Question You'd Like Answered on the first call
How did you find SCott?
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For Everyone Else

Not ready for a call?

Most clients begin by reading. If that is where you are, Adapting Elsewhere is written for the stage you are in — and the field notes go out by email when there is something specific worth saying.

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Other Inquiries

Media, Speaking, and Publisher.

For Press

Media, speaking & press

For interviews, podcast invitations, or speaking engagements, use the form above and select Media under How did you find Scott?
For publisher

Koda Publishing

For questions about Adapting Elsewhere, Investing in a New Climate, or The Knights and a Dry Rock, use the form above..
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