Arielle Tucker, CFP® & Enrolled Agent
Arielle Tucker is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and IRS Enrolled Agent (EA) specializing in cross-border financial planning and U.S. tax planning for American expats living in Europe. With over a decade of experience advising globally mobile professionals and families, Arielle helps clients build wealth and make confident financial decisions across borders, covering everything from U.S. tax compliance and planning, cash flow management, investment strategy, retirement planning, and life planning for Americans abroad.
Arielle founded Connected Financial Planning to support U.S. citizens and their families who are relocating to Europe, or already living there, by providing the structure, clarity, and education needed to navigate complex financial systems. Her approach is rooted in the belief that strong financial outcomes come from aligning money decisions with a client’s values, goals, and real-life priorities, not just spreadsheets.
In addition to her advisory work, Arielle is the host of Passport to Wealth™, a podcast and education platform designed to serve US expats around the globe. She is also the author of The Expat Money Playbook (Wiley 2026), a practical guide for Americans building a life abroad while managing U.S. taxes and long-term financial planning.
As a fee-only advisor and member of the Fee Only Network, Arielle is committed to transparent advice that prioritizes the client’s best interest. Connected Financial Planning works with clients virtually across Europe, with in-person meetings available by request. Learn more about Arielle Tucker in her Forbes feature.
While Arielle primarily serves clients virtually, in-person meetings may be available upon request.
Savannah Chaffin, CFP® & Enrolled Agent
Savannah is a cross-border financial planner, our project coordinator, and self-coined "expat tax nerd". She moved to Europe in 2018 and worked for two European start-ups to provide accessible US expat tax preparation. There, she assisted clients from all over the world in navigating the complex US tax system. She quickly came to realize that proactive financial planning is imperative when navigating multiple tax systems, as nearly every decision you make can have tax consequences (or benefits!).
In developing a financial plan, she believes education is key in empowering clients to make informed decisions. As a CERTIFIED FINANCIAL PLANNER® and an Enrolled Agent admitted to practice before the IRS, Savannah is a great asset in helping individuals navigate their complex situations.
Our Values
- Money is a tool, not a goal: When money becomes the goal, we are never satisfied. We dig deeper and define values on an individual and family level to ensure we make financial decisions in line with your values rather than endless accumulation.
- Planning Not Gambling: We are planners, not gamblers. Established goals and a deep understanding of your values drive our actions. We do not time the markets or invest in short-term funds.
- Proactive, not Reactive: Working with us means someone is always thinking about you. As your situation changes, we are always here to advocate for you. We believe in checking in throughout the year and always being available to answer questions as they arise.
- Learning is continuous: We are naturally curious and stay informed and will strive to educate our clients to understand how we can make informed tactical decisions while carrying out their financial strategy.
- Clients Come First: We have a fiduciary relationship with our clients. We make decisions in the best interests of our clients based on the best-available data, and we never accept 3rd-party commissions for our recommendations.
Our Take On Investing
Video courtesy of Dimensional Funds:
https: //www.dimensional.com/fi-en/insights/tuning-out-the-noise
Financial guidance for current and aspiring US expats who feel:
- …life is complicated and have more questions than answers.
- We’re here to answer your questions and help you optimize your planning situation.
- …so busy with life and career that they haven’t taken the time to plan their future.
- We can help you map out a plan and to consider possibilities that you’ve perhaps overlooked.
- … that they need a more meaningful and less intimidating financial services experience.
- We’re very personable and place high priority on establishing trust and understanding your situation and goals. As a fee-only fiduciary firm, we do not try to up-sell you on products and services you don’t need.
- …they have financial and tax questions but aren’t sure who to ask.
- Ask us anything! Our years of education and experience will help you quickly find the answers that you need.
- …that despite getting advice from friends, family, and co-workers, they are looking for a professional opinion about their specific situation to move forward.
- There is no shortage of unqualified and cheap advice available to those who seek it. However, your situation may be more nuanced and complex than most people would realize. We will dive into the technical details to not only understand your situation, but to plan to optimize your future situation.