# Connected Financial Planning

- **Website:** <https://connectedfinancialplanning.com>
- **Primary alias:** `connectedfinancialplanning.com`
- **Founded:** 2022
- **Employees:** 2+
- **Location:** Zurich, Zurich, Switzerland
- **Company kind:** PRIVATELY HELD

## Description

Connected Financial Planning is a financial planning firm focused on Americans living and working in Europe. It addresses the cross-border financial challenges U.S. expatriates may face, helping clients make informed decisions while navigating life abroad. The firm’s services encompass planning for taxes, investing, insurance, and estate matters, with guidance shaped around each client’s life and circumstances. Its comprehensive approach supports people as they plan, earn, save, protect, and invest throughout their financial journey.

The firm emphasizes creating a welcoming, safe space for conversations about money, where clients can ask questions, build understanding, and take greater control of their finances. Connected Financial Planning provides information about its services and fees, and shares insights through its blog and podcast. Prospective clients can book an appointment, while existing clients can access a client portal. The firm presents itself as an experienced financial partner for U.S. expats in Europe, helping them work toward a more secure financial future with planning relevant to their circumstances.

## Industries

- 💰 Finance

## Links

- [linkedin](https://linkedin.com/company/connected-financial-planning)
- [facebook](https://facebook.com/usexpatfinancialplanning)
- [instagram](https://instagram.com/passporttowealthofficial)

## Logos & icons

- logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/id1gJP3itC/w/857/h/243/theme/light/logo.png?c=1bxid64Mup7aczewSAYMX&t=1791019975647)
- icon _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/id1gJP3itC/w/1364/h/1364/theme/dark/icon.jpeg?c=1bxid64Mup7aczewSAYMX&t=1791019975914)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Bay of Many | #204d74 | dark |
| Silver | #c0c0c0 | light |
| Fuel Yellow | #eea236 | accent |

## Fonts

- Source Sans Pro — asset _(google)_
- Helvetica Neue — asset _(custom)_

## Imagery

- banner _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/id1gJP3itC/w/400/h/67/idltk9lEuT.jpeg?c=1bxid64Mup7aczewSAYMX&t=1791019975997)

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_Source: <https://brandfetch.com/connectedfinancialplanning.com>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._