About the Global Financial Planning Institute

Helping cross-border clients face special financial planning challenges.

Until now, there has been no standardized education, no community, no resources, not even a website dedicated to providing the needs of the cross-border financial planner community.​

Formed in 2020, the Global Financial Planning Institute exists to serve the educational, resource and networking needs of financial planners, wealth managers, private bankers, CPA/accountants, attorneys, insurance professionals, human resource executives, and other business advisors, working with expatriate clients in the US and Americans abroad. T

he Global Financial Planning Institute is the home of the cross-border financial planning community.

Ashley Murphy, GFP (USA/AUS) CFP® AIF
Founder and President








Years of Experience

Master Class Teachers

Our guest presenters include  CPAs, tax professionals, immigration attorneys,  and global insurance professionals that have years of on-hand experience with cross-border clients.

Melvin Warshaw

International Tax and Estate Planning Lawyer

Melvin A. Warshaw has nearly 40 years of experience as an estate planning and tax lawyer. He currently represents U. S. and non-U. S. families and companies on a wide range of personal and business tax matters.

Katrina Haynes

Owner, Haynes & Associates

Katrina started Haynes & Associates in 2015 and until recently worked as the Global Mobility Tax Manager for The Coca-Cola Company. She has 20+ years of experience serving clients with a global workforce.

Marina Hernandez

US/Swiss Crossborder Wealth Manager & Tax Advisor

Marina is an Argentine and Spanish citizen by birth and an US citizen by choice. In 2009 she founded MHTax, a tax preparation firm, to provide tax advisory services to US immigrant and US expat families.

Allen Koski

President and Chief Innovation Officer at Insured Nomads

It has been my pleasure to have meetings in 50+ countries and support hundreds of global clients. I have been fortunate to speak at many industry leading events like IBIS and the Annual ISCEBS Employee Benefits Symposium.

Starting Next Spring:
Master Class in US Inbound / Outbound Financial Planning

Secure your spot for the Master Class in US Inbound/Outbound International Financial Planning.