1-Financial Coaching Services

At BlueAris, we empower you with the knowledge and tools to make smarter financial decisions. Whether you’re navigating investments, evaluating financial products, or planning for big life choices — we’re here to help.

✅ Understand key financial topics like saving, investing, and market dynamics
✅ Get clear insights into the pros and cons of products like stocks, bonds, and insurance
✅ Receive personalized guidance on managing debt, income, and whether to buy real estate
✅ Ask specific questions and build your own custom plan with expert support

No sales. No pressure. Just straight answers and smart strategies.
Let BlueAris help you take control of your financial future — your way.

Services start at $99.99 per session – simple one-time contract and pay as you go model.   Here is the simple process.

1. Fill out attached questionnaire. Email it to BlueAris (ahamed@bluearis.com) OR Fill Online
2. After receiving the quote. Sign the simple contract and email back (ahamed@bluearis.com) to BlueAris
3. Pay the Fee through credit card or Paypal by clicking here
4. To schedule a session. Email at ahamed@bluearis.com or Schedule it online

*Please note that Financial Coaching services are different from Financial Advisory services.  Please reach out if you’re not clear.

2-Financial Advisory

At BlueAris, we offer tailored, fiduciary financial advice that helps you make confident decisions at every stage of life. We are Licensed State Registered Financial Advisor and offer various Financial Services.

Our Services Include:

• Full financial assessment and education
  • We start with a clear-eyed look at your income, assets, debt, and goals. You get real education, not a sales pitch. The result: a roadmap you actually understand.
• Risk analysis and asset allocation strategies
  • We match your true risk tolerance to a portfolio built for your timeline. Allocations are reviewed and adjusted as life and markets shift. Steady progress beats guesswork.
• Retirement planning — including Medicare, Social Security, IRAs & Roth IRAs
  • We help you time Social Security and Medicare for maximum benefit. IRA and Roth strategies are built around your tax picture, today and in retirement. Every move ties back to your actual timeline.
• Tax-efficient planning and distribution strategies
  • We coordinate account types and withdrawal order to minimize your lifetime tax bill. Planning accounts for RMDs, brackets, and legacy goals. Small structural decisions here compound into real savings.
• Guidance with company RSUs, RSAs, Stock Options and ESPPs
  • Equity comp is often the most complex — and most mismanaged — part of a tech professional’s finances. We plan vesting, exercise, and sale decisions around tax impact and concentration risk. You get a strategy, not just a spreadsheet.
• Specialized guidance and coaching for U.S. expats in the U.K remotely
  • Cross-border finances bring unique tax and reporting complexity. We coach U.S. expats in the U.K. through it remotely, with both jurisdictions in view. You stay compliant on both sides while your plan stays on track.

Optional Services:

• Stock/Equity Analysis for specific companies in the Tech Sector
  • For clients who Risk qualify and who want it, we offer focused equity analysis on specific tech names. This covers valuation context, sector positioning, and portfolio fit. A complement to planning — not stock-picking advice.

Whether you’re planning for retirement, managing risk, or navigating cross-border finances — we’re here to guide you with clarity and care.

Financial Advisory Services are comprehensive and start with a Yearly Contract.   Prices are based on the complexity of the client’s situation.   The output is a financial plan with on-going maintenance.   Attached is the questionnaire.  Please reach out to schedule a free session and pricing or review your annual ADV on our main page.

• Fill out the Financial Advisory Questionnaire.

Optional Services are offered at a premium-prices.  Please inquire about the rates.

More Detailed Information about our Financial Advisory Services can be found at https://www.bluearis.com/our-value-to-you/↗

 

3- US/UK Cross-Border Planning

Related reading

Cross Border Coaching: Americans in the UK, British in the US