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Ben Halliwell

Advice-only financial planning for FIRE Abroad and a Digital Nomad lifestyle

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FP Collaborators Ben Halliwell
Dresden, ME

Serving Clients Nationwide

Advice-only financial planning for FIRE Abroad and a Digital Nomad lifestyle

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(207) 660-5797

Website

Areas of Focus

  • Financial Life Planning
  • International and Cross-border Planning
  • Retirement Planning
  • Retiring Early (F.I.R.E)
  • Taxes
  • Travel
  • Work from Home

About Me

Hi, I'm Ben Halliwell, an advice-only financial planner with a passion for helping families navigate their unique path to financial independence (FI).

As a candidate for qualification as a CERTIFIED FINANCIAL PLANNER™, I specialize in comprehensive financial plan development, topic research, and personalized financial education. I believe that truly comprehensive financial advice can instill the confidence necessary for individuals and families to continue down their own well-informed path to financial independence.

As a registered investment adviser, I am held to the fiduciary standard of care, legally and ethically required to act in your best interest when providing personalized financial advice. To provide transparency and avoid conflicts of interest, I do not receive any compensation from sources other than my clients and I do not manage investments. With advice-only financial planning, all recommendations are tailored to fit your personal objectives and values.

EDUCATION

I am an alumnus of Pennsylvania State University where I completed the CFP® certification program with a bachelor's degree in finance. I fulfilled the Certified Financial Planner Board of Standard’s rigorous education, exam, and ethics requirements, and am finishing the professional experience portion.

With tax planning and efficiency as a core planning consideration and personal interest, I also passed the IRS Special Enrollment Exam (SEE Part 1 – Individuals) in pursuit of the Enrolled Agent qualification and I am currently enrolled in a master's degree program in Taxation with Bentley University. Both of these educational opportunities have deepened my understanding of cross-border and international taxation for US citizens pursuing FIRE Abroad.

I am a continuous learner and strongly believe there is always room for personal and professional development. I am actively involved with the Financial Planning Association (FPA), the National Association of Personal Financial Advisors (NAPFA), the XY Planning Network, and financial independence (FI) communities.

Professional Designations

  • Candidate for CFP® certification

Affiliations

  • CFP Board
  • Fee Only Network
  • Financial Planning Association
  • Measure Twice Planners
  • National Association of Personal Financial Advisors
  • XY Planning Network

Primary Location

West Dresden, Maine

Meeting Options

  • Video Conference
  • Phone
Book Intro Call

Compensation Methods

  • Advice-Only
  • Fee Only
  • Flat Fee
  • Hourly Rate
  • One-time Financial Plan
  • Subscription

What to expect in the first meeting

Link to schedule a free introductory call with FP Collaborators (https://calendly.com/ben-llg/comp-intro-call). This is the start of our financial planning process, where we can begin to get to know you and your family, you can get to know us, and together we can determine whether we can add value to your situation. Our goal is for this meeting to be low stress and there will be no obligation to move forward at the end. If you want to move forward at the end of the call, we will schedule a complementary hour-long virtual Discovery Meeting (we use Zoom but can accommodate other platforms too). I look forward to learning about your unique situation.

About our Firm

Are you focused on achieving financial independence (FI) but in search of some extra guidance? FP Collaborators offers holistic advice-only financial planning services to help you make well-informed decisions aligned with your values and according to your needs.

No product sales, no hidden fees, and no fees tied to your investments.

At FP Collaborators, we provide unbiased and high-value advice-only financial planning services to individuals and families who are pursuing FIRE (Financial Independence and/or Early Retirement), with a particular emphasis on those interested in FIRE Abroad, and those pursuing a Digital Nomad lifestyle.

We deliver our services through our unique 6-stage Pathway to FIRE system. We meet and work virtually and love working with clients across the country and beyond!

Ultimately, we will only work with clients when we can add tangible value above our fees to their financial lives through accurate and actionable advice. To do this, we take a holistic approach to financial planning that is grounded in a clear understanding of your family’s motivations and your ENTIRE financial picture.

There are many paths to financial independence, and what works well for one client, may not be right for another. We pride ourselves in taking the time to listen to you and your concerns, dreams, fears, and needs. Based on our understanding of your unique situation, we develop holistic strategies that align your financial picture with your evolving goals.

We take pride in guiding you on your path to FI, whatever your destination.

Education

Penn State University, Bachelor's of Science, Finance, Financial Planning

Badges

Hobbies and Interests

  • Animal Rescue
  • Beach
  • Church
  • Cooking
  • Family
  • Traveling
  • Writing

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Who We Serve

  • College Graduates
  • Couples
  • DIY Investors
  • Dual Income Family
  • Expats
  • Families
  • Financial Independence Retire Early (FIRE)
  • Gen X
  • Gen Y / Millennials
  • Gen Z
  • Individuals
  • Living in Retirement
  • Remote Workers
  • Travel Lovers
  • Young Families

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

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