The Sustainable Nomadic Financial Advisor
Empowering Your Global Journey Toward Financial Independence and Sustainable Living
Personalized, Ethical Financial Solutions for the Modern FIRE Enthusiast
Photo by Arturo Castaneyra on Unsplash
Welcome to The Sustainable Nomadic Financial Advisor
Live your global dream while securing a sustainable financial future for you and your family. At The Sustainable Nomadic Financial Advisor, we specialize in providing personalized, eco-conscious financial services to FIRE achievers, nomadic families, and high-earning remote professionals aiming for financial independence.
About Us
The Sustainable Nomadic Financial Advisor was founded by Bradley Urias—a seasoned traveler and financial expert who embodies the FIRE lifestyle. Since March 2018, Bradley and his wife have been living nomadically, starting as Barista FIRE and building up to Fat FIRE while budget-traveling the world. They have visited over 40 countries, became residents of another country, and have been raising their family, with two children born abroad, while traveling the world.
“It’s easy to feel like you’re retired while becoming Financially Independent” - Bradley Urias, MBA, FMVA
With experience in corporate and personal financial advising since March of 2008, and traveling the world since March of 2018, Bradley has a unique combination of skills and experience that let us maximize your potential while traveling the world.
Our Unique Approach
First-Hand Experience: We understand your journey because we've lived it. Our advice is grounded in real-world experience.
Sustainability Focus: We integrate sustainable practices into every aspect of financial planning and travel recommendations.
Personalized Attention: As a boutique firm with a single advisor, we offer highly personalized service tailored to your unique needs.
FIRE-Friendly Network: Through our network of FIRE-friendly partner services, we connect you with experts who share your values.
Our Services
1. Ethical Global Investment Strategies
Sustainable Investing: Build a portfolio focused on Socially Responsible Investments (SRI) and Environmental, Social, and Governance (ESG) criteria.
Impact Investing: Invest in projects and companies that make a measurable, positive impact on society and the environment.
Green Banking Solutions: Select banks that fund renewable energy projects and avoid fossil fuel investments.
Diversified Global Portfolios: Access international markets to maximize returns while aligning with your values.
2. Cross-Border Financial Planning
International Tax Optimization: Navigate complex global tax laws to ethically minimize liabilities.
Residency & Citizenship Guidance: Obtain residencies or citizenships in countries that align with your lifestyle and sustainability values.
Forex and Currency Management: Efficiently manage multiple currencies and mitigate exchange rate risks.
Multi-Jurisdiction Compliance: Stay compliant with financial regulations across different countries.
3. Comprehensive Insurance Planning
Life Insurance: Secure policies that provide financial protection for your loved ones globally.
Health and Medical Insurance: Find international health plans that offer coverage wherever you are.
Travel Insurance: Protect yourself against travel-related risks, including trip cancellations and emergencies.
Risk Management: Tailored solutions to safeguard against unforeseen events in different countries.
4. Sustainable Retirement Planning
FIRE Strategy Enhancement: Optimize your existing FIRE plans to adapt to a nomadic and sustainable lifestyle.
Longevity Planning: Ensure your wealth lasts throughout your extended retirement years.
Family-Centric Solutions: Secure your family's future with tailored retirement strategies.
5. Global Family Financial Services
Education Planning: Fund your children's education anywhere in the world with sustainable investment options.
International Estate Planning: Protect your family's legacy with wills and trusts compliant across borders.
Risk Management: Comprehensive insurance solutions for health, travel, and assets tailored for families on the move.
Travel-Intensive Budgeting for Families: Customized financial plans that accommodate the unique expenses and savings goals of nomadic families.
6. Financial Coaching for Remote Professionals
FIRE Goal Setting: Assist high-earning remote workers in achieving their FIRE milestones.
Budgeting & Saving Strategies: Maximize your savings rate without compromising your lifestyle.
Career Transition and Entrepreneurship: Guidance for those looking to shift toward a nomadic career path or start new ventures abroad.
Maximizing Remote Work Opportunities: Strategies to increase income and job satisfaction in remote roles.
7. Sustainable Travel Recommendations
Eco-Friendly Transportation: Strategies to minimize your carbon footprint by choosing low-emission travel methods.
Green Accommodations: Find lodgings that utilize renewable energy and sustainable practices.
Local and Ethical Dining: Discover restaurants that source food locally and ethically.
Responsible Tourism: Support local economies by using local tour services and participating in community-based tourism.
Conservation Support: Connect with initiatives focused on rewilding, wildlife conservation, and helping communities in need.
Adapting to the Global Lifestyle: Advice on practical aspects of nomadic living, such as managing finances, communication, and daily logistics sustainably.
8. Worldschooling Advisory Services
Educational Planning for Nomadic Families: Develop customized education plans that align with your travel itinerary and children's learning needs.
Resource Provision: Provide access to worldschooling curricula, online learning platforms, and educational materials.
Legal Guidance: Assist with understanding and complying with homeschooling laws and education requirements internationally.
Cost Management: Financial strategies to manage and optimize expenses related to worldschooling.
Integration with Financial Goals: Ensure your children's education aligns with your overall financial independence and sustainability objectives.
Cultural and Language Immersion: Advice on leveraging travel experiences for educational enrichment, including language learning and cultural studies.
Support Network Access: Connect you with worldschooling communities and forums for shared knowledge and support.
Note: All services are provided remotely to accommodate your nomadic lifestyle.
Our Commitment to Sustainability
We believe that achieving financial independence shouldn't come at the expense of our planet. Our core values include:
Environmental Stewardship: Minimizing environmental impact through sustainable financial and travel practices.
Ethical Living: Promoting fairness, transparency, and responsibility in all our dealings.
Community Support: Encouraging support for local communities and conservation efforts worldwide.
Educational Empowerment: We support worldschooling as a means to foster global awareness and cultural understanding in the next generation.
Building a Stronger Bond with You
Shared Experiences: We relate to your journey, having lived and thrived in the nomadic FIRE lifestyle ourselves.
Tailored Advice: We understand the unique challenges and opportunities you face, providing advice that's relevant and actionable.
Accessibility: As a solo advisor, Bradley is directly available to you, ensuring consistent and personalized communication.
Community Engagement: Participate in our events to share stories, tips, and inspiration with fellow FIRE enthusiasts.
Our Commitment to Supporting Your Lifestyle
At The Sustainable Nomadic Financial Advisor, we understand that embracing a global lifestyle involves more than just finances. It’s about seamlessly integrating work, travel, and family life in a way that is fulfilling and sustainable.
Shared Experiences: With firsthand experience in global living and raising a family abroad, we offer insights that go beyond traditional financial advice.
Holistic Support: Our services encompass the practicalities of nomadic life, ensuring you're equipped with the tools and knowledge to thrive personally and professionally.
Our Fees
We value transparency and fairness. Our fee-only model ensures our interests are aligned with yours.
Hourly Consultations
Rate: $200 per hour
Ideal For: Clients seeking advice on specific issues or a second opinion.
Flat-Fee Packages
Comprehensive Financial Plan
Fee: $2,000
Includes:
Full financial analysis
Sustainable investment portfolio design
Cross-border tax optimization strategies
Retirement and estate planning
Family financial planning (if applicable)
Sustainable travel recommendations
Sustainable Investment Portfolio Setup
Fee: $1,000
Includes:
Portfolio creation focused on SRI and ESG investments
Risk assessment and asset allocation
Implementation guidance
Monthly Retainer
Fee: Starting at $250 per month
Includes:
Ongoing financial planning and support
Quarterly reviews and adjustments
Priority access to educational resources and events
Contact Us
Ready to enhance your global, sustainable journey toward financial independence?
Virtual Office: We operate globally. Schedule a video call at your convenience. Start with our introduction form.
Schedule your free consultation now.
Let's Journey Together Toward a Sustainable Future
At The Sustainable Nomadic Financial Advisor, we're more than just financial planners—we're your partners in building a life that reflects your values and aspirations. Let's make a positive impact on the world, one wise investment at a time.
Stay Connected
Join our community and stay updated on the latest in sustainable living, financial independence, and worldschooling.
Join Our Community
Embrace a lifestyle that harmonizes financial independence, global exploration, sustainable living, and enriching education for your children. Connect with us and start your journey today.
Additional Offerings to Strengthen Our Connection
Education and Empowerment: Our workshops and learning resources are designed to enhance your financial literacy, bolster your entrepreneurial and travel ventures, and facilitate your worldschooling experience.
Community Engagement: Participate in our specialized online forums designed to foster connections among individuals dedicated to a nomadic and sustainable way of life, as well as families engaged in worldschooling.
Personal Growth Resources: Obtain tools that bolster not only your financial aspirations but also your overall well-being, along with your personal and professional advancement on an international level.
Customized Support: Flexible services tailored to your evolving needs as you progress on your FIRE journey.
Recommended Resources
Blogs: Insights on sustainable living, ethical investing, and global financial trends.
Webinars: Regular online events covering topics relevant to the FIRE and nomadic communities.
Newsletters: Subscribe for updates, tips, and exclusive content.
Frequently Asked Questions
Do you work with clients who are just starting their FIRE journey?
Yes! Whether you're just beginning or have already achieved financial independence, we offer services tailored to your stage in the journey.
How do you incorporate sustainability into your financial advice?
We prioritize investments and strategies that are environmentally friendly, socially responsible, and ethically governed, ensuring your wealth contributes positively to the world.
Can you help with tax planning across multiple countries?
Absolutely. We specialize in cross-border tax planning and compliance, helping you navigate the complexities of international taxation.
Do you offer services for families with children?
Yes, we provide comprehensive financial planning for families, including education funding, family-friendly investment strategies, and estate planning.
Do you offer support for worldschooling families?
Yes! We provide specialized services to assist families who are educating their children while traveling. Our support includes educational planning, resource provision, and guidance on complying with international educational regulations.
Can you help me set up and manage a global business or remote work?
Yes! We provide guidance on establishing and succeeding in various global ventures, including remote work, online businesses, and alternative income streams. Our support covers financial planning, logistical considerations, and sustainable practices.
Do you offer assistance with travel logistics and financial tools?
Absolutely. We help you navigate the complexities of global travel, including selecting the right credit/debit cards, managing foreign currency, and choosing international communication plans—all with a focus on sustainability.
How can you assist families with the challenges of constant travel?
We offer specialized budgeting assistance, educational planning like worldschooling advice, and resources for raising children abroad. Our goal is to make your family's nomadic lifestyle as smooth and rewarding as possible.
Sustainable Travel Tips for Nomads
Choose Eco-Friendly Transportation: Opt for trains, buses, or carpooling over flights when possible to reduce carbon emissions.
Support Renewable Energy: Stay at accommodations powered by renewable energy sources like solar or wind.
Minimize Waste: Use reusable water bottles, bags, and utensils to reduce single-use plastics.
Eat Local and Seasonal Foods: Support local farmers and reduce the carbon footprint associated with food transportation.
Offset Your Carbon Footprint: Consider investing in carbon offset programs to balance out unavoidable emissions.
Volunteer Locally: Engage in community projects or conservation efforts to give back to the places you visit.
Educate Yourself and Others: Stay informed about sustainable practices and share knowledge within your network.
Our Values
Sustainability: Commitment to eco-friendly and ethical financial practices.
Integrity: Honest, transparent advice with your best interests at heart.
Empowerment: Providing you with the knowledge and tools to make informed decisions.
Community: Fostering connections among global citizens who share similar values.
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