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*$250 credits to any program within 14 days.*

A few reader favorites to get you started—no jargon, just facts and next steps.

Outcome: Immediate clarity on your top questions. We’ll walk through the Readiness Scan and tailor your next steps.
Good when: you’re early in research or deciding whether to move.

Outcome: A feasibility‑first, education‑forward plan you trust—visa path fit snapshot, tax‑tie overview, healthcare & insurance questions, and a re‑entry (long‑term care) checklist.
Includes: Living Abroad 101 Roadmap, country comparison criteria, neutral resource list, and referral‑prep questions for attorneys/CPAs.


Many clients tell us they’re considering living abroad to align with rights, safety, and community fit. We’ll reflect your priorities in the Roadmap and Scorecard (legal protections to research, trial‑stay ideas, continuity of care). We keep the tone factual and respectful. (We do not provide immigration or legal advice.)
Overview of residency visa categories—retirement visa, work visa, digital nomad visa, and long‑stay/family routes. We outline typical eligibility factors and financial thresholds (e.g., proof of income/savings) and sketch a simple milestone plan you can validate with licensed professionals.

High‑level framework for tax residency vs. immigration residency (days tests, domicile concepts) and questions to ask about FEIE/FTC and state exit issues with a cross‑border CPA. Includes a CPA consult question pack.
Map how public vs. private insurance and global policies commonly work, what to verify for visa health‑insurance requirements, and what to ask about Medicare coverage abroad and long‑term care when returning to the U.S. Includes a re‑entry care checklist.

Build a rights & safety research plan: anti‑discrimination protections to verify, recognition of marriages/partnerships, local orgs to contact, and community discovery ideas—especially helpful for LGBTQ+ and other minorities.
Use the Country Comparison Scorecard to weigh 2–3 locations: legal protections to research, cost drivers (rent deposits, utilities, mobile, transit, visa fees), climate, language, and community fit. Includes a light trial‑stay plan (no budgeting tools required).

Compile acceptable proof‑of‑funds statements (bank letters, statements) and identify the first‑90‑days cost drivers you’ll likely encounter. We keep it simple—no spreadsheets; just a clean checklist you can validate with providers.

Create a documents plan: civil records (birth/marriage), FBI/criminal background check equivalents, notarization/apostille steps, certified translations, and a tidy file‑naming convention so nothing goes missing.
Lay out a realistic move‑abroad timeline with milestones (documents, consults, trial‑stay, decision date) and simple contingencies, plus re‑entry milestones to keep the option of coming back friction‑light.

Pick and prep for neutral consultations (cross‑border CPA, immigration/estate attorney) using your question packs. No referral compensation received.


Then choose your path below.

Your friend moved abroad and is happier and even making more money than before and saving on taxes.
Relocation/Concierge Services — logistics
Banks/Fintech Providers — accounts & FX
Therapy heals the why. Planning optimizes the what. Coaching gets the how done. We turn confusion into two small moves this week, then track proof you can see—cash‑flow, buffer growth, and lower unnecessary spending. When a topic needs clinical, legal, tax, or investment expertise, we help you prepare questions and connect you with neutral referrals (no referral compensation).
No immigration, legal, tax, investment, or clinical advice. Neutral referrals available; no referral compensation. Legal services, if appropriate, are provided by a separate law practice under a separate written engagement.
Credit note: Your $250 credits to any program within 14 days.
ducational coaching focuses on financial coaching only—no legal, tax, or investment advice is provided. Use of this site or KAH services, does not establish an attorney‑client relationship.
No immigration, legal, tax, or investment advice.