Connected Financial Planning

Connected Financial Planning was founded by Arielle Tucker and works with Savannah Chaffin, both of whom hold the CERTIFIED FINANCIAL PLANNER (CFP) designation and are IRS Enrolled Agents. The firm is Europe-based and serves US citizens and families living in or moving to Europe, working mainly online with in-person meetings on request. It operates as a fee-only, fiduciary practice and is a member of the Fee Only Network.

The advice combines US tax compliance and planning with cross-border financial planning, so Americans abroad can keep their IRS filing in order while building a longer-term plan. The work covers cash flow, investment strategy, and retirement planning for people whose money and obligations sit on both sides of the Atlantic. Because both principals are Enrolled Agents as well as planners, tax and planning are handled together rather than referred out.