Guides & Planners
Structured planning tools built on the ROS™ framework. Each one targets a specific gap in the international relocation process — from your first five questions to pathway-specific workbooks for every type of mover.
Start where you are. These products are built in sequence — start with the free guide, move to the Readiness Workbook, then the 90-Day Planner. If you're in a specific pathway (Legacy, Family, Digital Nomad, Entrepreneur, Investor), the tier-specific workbooks give you the decisions that apply to your situation only.
Start Here
Start here — regardless of where you are in the relocation process or which pathway applies to you.
Five Questions Before Moving Abroad
A visa does not tell you whether your relocation will work. These five questions do. Most people research a move backwards — they fall in love with a country first, and only discover the gap between the fantasy and their actual life after they've already signed a lease.
No email required — read it now
Get the Free Guide →Pairs with the Readiness Workbook
ROS™ Relocation Readiness Workbook
Stop collecting relocation information. Start making an organized decision. Seven modules, one household profile, and a final readiness score that tells you exactly what's ready, what's uncertain, and what has to be professionally confirmed before you move.
Fillable PDF + printable workbook
Buy the Workbook →Natural next step: 90-Day Planner
ROS™ 90-Day Relocation Action Planner
Make meaningful relocation progress for the next 90 days — without confusing activity with readiness. Three months, twelve weeks, one outcome per week.
Fillable PDF planner + tracker bundle
Buy the Planner →Next step: Clarity Session
International Relocation Document Organizer
Every relocation runs on paperwork you can't find at the moment you need it. This fixes that. Ten categories, full tracker fields, and security instructions so nothing falls through the cracks.
Fillable tracker + checklist + folder guide
Buy the Organizer →Pairs with the 90-Day Planner
Country Comparison Decision Matrix
How to compare countries without comparing apples to mangoes. Score every destination against the same ten categories — residency, healthcare, cost of living, taxation, banking, housing, safety, infrastructure, language, and lifestyle.
Scoring matrix + decision framework
Buy the Matrix →Next step: Country Intelligence Guides
Built for Your Situation
Built for the decisions that apply to your situation specifically — retirement, family, digital nomad, entrepreneur, or investor.
Retirement Abroad Decision Workbook
A qualifying pension check and a beautiful beach town are not the same thing as a plan. Five decisions every retiree abroad must answer: income and longevity, healthcare continuity, residency and tax questions, housing and daily life, and family and legacy.
Workbook PDF — Legacy Pathway
Buy the Workbook →Also in the Legacy Toolkit ($147)
Family Relocation Planning Workbook
Your relocation isn't one plan. It's every family member's plan, coordinated into one. Covers citizenship and residency per household member, schooling, pediatric and adult healthcare, childcare and eldercare, pet relocation, and spousal employment.
Workbook PDF — Family Pathway
Buy the Workbook →Next step: Family Toolkit
Digital Nomad Compliance Planner
A travel plan and a legally sustainable work-abroad plan are not the same thing. This builds the second one. Covers employer and client permissions, visa and work authorization, tax residency, business entity questions, banking, health insurance, and destination rotation.
Planner PDF — Digital Nomad Pathway
Buy the Planner →Next step: Digital Nomad Toolkit
Entrepreneur Abroad Planning Workbook
Moving your life and moving your business are two projects wearing one deadline. This keeps them from colliding. Covers residency and business permission, structure and ownership restrictions, market validation, banking, payroll, licenses, contracts, and IP.
Workbook PDF — Entrepreneur Pathway
Buy the Workbook →Next step: Entrepreneur Toolkit
Investor Relocation Due-Diligence Workbook
A qualifying investment and a good investment are not the same thing. This workbook makes sure you're not confusing them. Covers ownership structure, tax, reporting, estate, and conflict-of-interest checks.
Workbook PDF — Investor Pathway
Buy the Workbook →Next step: Investor Toolkit
Not Sure Which Product Fits Your Situation?
A free 15-minute Discovery Call can point you to the right starting place — and tell you honestly whether ROS™ is what you need right now.
No pressure. No pitch. Just a real conversation.