Overview

A 60–90 minute 1:1 advisory session that helps you define your relocation goals and select the right residency path before any paperwork begins. The essential first step — getting this wrong could lead to the wrong visa type, the wrong timeline, or costly mistakes downstream.

 

Ideal for Individuals or families seriously considering a move but unsure which residency path fits their life; anyone feeling overwhelmed by options.

 

Deliverable

Written action plan summarizing a residency path, key decisions, and immediate next steps.

 

What's covered

• Define your "why" — freedom of movement, cost of living, tax efficiency, family unity

• Diversification: Currency considerations: Peso vs USD trends and secured investment options in Mexico

• Residency path selection: temporary (1-year or 3-year) vs permanent residency

• Qualifications: Age and Income Source, i.e. economic solvency requirements by visa type, purchase, and other investments​

​​​​​​​​

Overview

End-to-end guidance through the consulate process and in-country immigration completion.

 

Designed to help clients arrive prepared and leave with their paperwork in order.
Ideal for  those ready to begin the residency process who want expert support selecting the right consulate, compiling documents, and completing the in-country steps.
 

Deliverable

Personalized checklist, document preparation guide, and practical in-country completion roadmap.

 

What's covered

• Selecting the right consulate and what to expect at the interview

• Strategies for couples versus single applicants

• Document compilation and economic solvency proof (investments, pensions, Social Security)

• Canje 30 stamp on arrival — how to complete the 30-day in-country process

• Facilitator vs immigration attorney: which is right for your situation

• Address strategy to avoid complications due to change of address at renewal

• Fee differences: temporary 1-year, 3-year, and permanent residency​

​

​

​

​

​

​

​

​

Guidance through renting or purchasing property abroad — covering the legal process, financial considerations, due diligence, and long-term strategy. 

 

Overview

Expats planning to rent long-term, purchase a home, or consider property as an investment vehicle — particularly those unfamiliar with Mexican real estate law.

​

Deliverable

Personalized housing strategy for one of the major cities in targeted country, with recommended approach, including legal and key contacts.

 

What's covered

• Rent vs buy decision framework based on lifestyle, timeline, and goals

• Purchase Process: escrow vs non-escrow deals, title insurance, closing security

• Notario Publico role and how the deed process differs from the US

• Financing limitations (in Mexico and alternatives)

• Location Selection: Planned community vs Centro neighborhood — pros, cons, and lifestyle fit

• Support Services: housekeeping, groundkeeper, government reporting for hired staff

• Rental Income Strategy: monthly tax reporting, work visa rules, Airbnb compliance

• Annual property taxes and tax payment process​

​

​

​

​

​

​

​

A practical consultation covering utilities, safety habits, and daily logistics that catch expats off-guard. Greater awareness of the right questions to ask and where to find the answers you need. Clients leave with real-world knowledge that supports one to live comfortably and safely from day one.

 

Overview

Anyone relocating who wants to understand how basic services work, how to stay safe, and how to handle common daily challenges that differ significantly from life in the US.

​

Deliverable

Everyday reference guide covering utilities, safety protocols, and local resources.

 

What's covered

• Water quality: bottled water vs filtration systems, cisterns, rainwater harvesting

• Electricity: grid service vs solar solutions and generator backup

• Propane: how and when to order, safety limits (Mexico, Panama)

• Paying utility bills: in-person, mobile apps, and bank app options

• Transportation and personal safety: travel policy, Uber use, night safety habits

• Situational awareness and driving safely in a new environment

• Senior discounts (60+): domestic transport, groceries, museums by country

• Grocery shopping: local versus national products, food preparation choices and safe practices

• Building community

• Setting up a local telephone phone number

• Delivery Services: from using Amazon for personal items to getting mail from the US, obtaining Social Security checks and more.​

​

​

​

​

​

​

A pre-move healthcare planning session that helps clients choose the right insurance, find the right practitioners, and prepare for emergencies. Covers both the practical and the personal — including adapting to a new food and health environment.

 

Overview

Anyone relocating who relies on regular healthcare, takes medications, or wants to ensure they have a solid plan before an emergency arises abroad..

 

Deliverable

Healthcare strategy reference document with recommended insurance option, practitioner resources, and emergency protocol.

 

What's covered

• Emergency Contact Planning: neighbors, medication storage, key access protocols

• Holistic vs allopathic practitioners abroad — how to find and vet them

• Gut adaptation and safe food and water practices in a new environment

• Insurance Comparison: travel, local Mexican, and worldwide coverage

• Out-of-pocket vs insured cost analysis based on client's health profile

• Which insurance option serves you best: cost, efficiency, coverage, and needs

• Emergency Services and Hospitalization (Payment and Care Model)

​

​

​

​

​

​

A focused consultation to get clients financially functional in their new country — covering government IDs, local banking, safe cash practices, and obtaining a local phone number. Removes the trial-and-error that costs expats time and money.

 

Overview

Anyone in the final stages of relocation planning who needs to know exactly how to set up the financial and administrative infrastructure of daily life abroad.

 

Deliverable

Step-by-step financial setup checklist with specific resources, apps, and service recommendations.

 

What's covered

• CURP and RFC (Mexico): how to obtain them, when to use them, and their benefits

• Opening a local bank account: requirements, recommended banks, insured options

• Types of accounts to consider and pros/cons of each

• Cash apps: how to pay vendors and obtain cash with low fees and best exchange rates

• Safe strategies for currency exchange and fee minimization

• US mail forwarding services that deliver to you abroad

• Getting a local phone number: what to bring (passport, residency card)

​

​

​

​

​

​