Tools & Worksheets

Interactive planning tools designed to bring clarity to your relocation. Fill them out at your own pace. Your progress is saved automatically.

Free Tier

Condensed 90-Day Checklist

A streamlined 12-week checklist covering the essential steps for your Costa Rica move.

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Free Tier

Costa Rica Decision Brief (Free)

A simplified version of the Decision Brief to capture your initial relocation thinking.

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Free Tier

Quiz Results Summary

Review and reflect on your readiness quiz results with next-step recommendations.

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Module 0: START HERE

Readiness Self-Assessment

Rate yourself across 5 dimensions to see where you stand and where to focus.

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Module 0: START HERE

Track Selection Worksheet

Identify which specialized track matches your family situation.

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Module 0: START HERE

Costa Rica Decision Brief

The flagship deliverable — a living document capturing your entire relocation decision.

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Module 0: START HERE

Community Guidelines & Expectations

Review the community culture code, engagement guidelines, and member commitments.

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Module 0: START HERE

Compliance Acknowledgment

Acknowledge the educational nature of content and your responsibility for professional advice.

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Module 0: START HERE

Decision Timeline Framework

Map your personal decision timeline with key milestones and go/no-go checkpoints.

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Module 1: HEART

Purpose Statement + Couple Alignment

Craft your individual and shared purpose for moving abroad.

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Module 1: HEART

30-60-90 Belonging Plan

Your phased plan for building community and belonging in Costa Rica.

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Module 1: HEART

Community Mapping Worksheet

Map your current social circles and plan how to rebuild them in Costa Rica.

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Module 1: HEART

Conversation Guide — 5 Scripts

Ready-to-use scripts for telling family, friends, employers, and kids about your move.

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Module 1: HEART

Emotional Curve Guide

Understand the predictable emotional stages of relocation and plan your coping strategies.

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Module 1: HEART

Transition Continuity Plan for Kids

A structured plan to support children through every phase of the relocation transition.

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Module 2: MIND

Region Scorecard Template

Score and compare Costa Rica regions across key lifestyle criteria.

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Module 2: MIND

Weighted Decision Matrix

Compare regions side by side with weighted scoring for confident decisions.

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Module 2: MIND

Admin Setup Checklist

Track every administrative task from banking to residency applications.

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Module 2: MIND

12-Month Move Timeline

A month-by-month countdown checklist covering every category of move preparation.

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Module 2: MIND

Due Diligence Checklist

Research and verify critical details about your target area before committing.

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Module 2: MIND

Emergency Plan Template

Build a comprehensive emergency plan covering medical, natural disaster, and security scenarios.

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Module 2: MIND

Residency Pathway One-Pager

Compare Costa Rica residency pathways side-by-side to identify your best option.

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Module 2: MIND

School Evaluation Matrix

Evaluate and compare schools across academics, logistics, culture, and cost.

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Module 3: BODY

Daily Rhythm Snapshot

Design your ideal daily routine accounting for Costa Rica climate, pace, and lifestyle.

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Module 3: BODY

Ideal Week Template

Map your perfect week in Costa Rica balancing work, wellness, family, and adventure.

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Module 3: BODY

Insurance Comparison Framework

Compare health insurance options across CAJA, international, and local private plans.

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Module 3: BODY

Personal Care Continuity Plan

Ensure continuity of medications, treatments, and specialist care during your transition.

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Module 3: BODY

Provider Directory Template

Build your personal directory of healthcare providers, pharmacies, and emergency contacts.

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Module 3: BODY

Regional Safety Checklist

Assess safety across natural hazards, crime, infrastructure, and health for your target region.

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Module 3: BODY

Transportation Decision Guide

Evaluate whether to buy, ship, or go car-free based on your region and lifestyle.

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Module 4: RESOURCES

Cost of Living Planner

Build a realistic monthly budget across three lifestyle scenarios.

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Module 4: RESOURCES

Banking Setup Checklist

Step-by-step guide to setting up US and Costa Rica banking infrastructure.

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Module 4: RESOURCES

CR Tax Awareness Checklist

Understand your US and Costa Rica tax obligations and build your professional team.

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Module 4: RESOURCES

Estate & Accounts Alignment Checklist

Audit and update your estate plan, beneficiaries, and account access for cross-border living.

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Module 4: RESOURCES

Income Sequencing Worksheet

Map your income sources and create a withdrawal strategy for living abroad.

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Module 4: RESOURCES

Insurance Vendor Vetting Script

Interview questions and evaluation criteria for choosing international insurance providers.

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Module 4: RESOURCES

Tax Professional Interview Questions

Vet and select qualified US and Costa Rica tax professionals for your cross-border situation.

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Module 4: RESOURCES

Work Infrastructure Checklist

Ensure your remote work setup is ready with internet, equipment, and cloud systems.

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Module 5: CULTURE / SPIRIT

Cultural Quick Reference Card

Essential Costa Rican cultural norms, etiquette, and phrases for daily life.

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Module 5: CULTURE / SPIRIT

Expectation Reset Guide

Identify and recalibrate unrealistic expectations about expat life in Costa Rica.

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Module 5: CULTURE / SPIRIT

Family Culture Calendar Template

Plan your family participation in Costa Rican holidays, festivals, and cultural events.

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Module 5: CULTURE / SPIRIT

Integration Strategy Worksheet

Design your personal integration approach across language, community, and daily life.

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Module 5: CULTURE / SPIRIT

Personal Contribution Plan

Plan how you will give back to your new community through skills, time, and resources.

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Module 5: CULTURE / SPIRIT

Spanish Micro-Deck

Essential Spanish phrases organized by real-life scenarios you will encounter daily.

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Module 5: CULTURE / SPIRIT

Third Culture Kid Identity Guide

Support your children in building a healthy identity that bridges both cultures.

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Module 5: CULTURE / SPIRIT

Costa Rica Resource Directory

Essential contacts, services, organizations, and resources organized by region.

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Track A: Retiring Couple

Couples Alignment Summary

Assess alignment on key relocation decisions and identify areas needing discussion.

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Track A: Retiring Couple

Healthcare After 55 Guide

Navigate healthcare options for retirees including CAJA, international plans, and Medicare considerations.

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Track A: Retiring Couple

Readiness Gap Bridge Framework

Identify gaps between your current readiness and move-ready status with action plans to close them.

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Track A: Retiring Couple

Retirement 90-Day Action Plan

A structured 12-week plan for retiring couples covering pre-move, arrival, and settling phases.

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Track A: Retiring Couple

Retirement Income Abroad Worksheet

Map your retirement income sources and create a sustainable withdrawal strategy for Costa Rica.

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Track B: Family with Kids

Extracurriculars & Social Planning

Research and plan activities, sports, and social connections for your children in Costa Rica.

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Track B: Family with Kids

Family Safety & Security Plan

Build a comprehensive family safety plan covering home, school, travel, and emergency scenarios.

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Track B: Family with Kids

Pediatric Care Checklist

Ensure continuity of pediatric care including vaccinations, specialists, and dental for your children.

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Track B: Family with Kids

School Evaluation Matrix (Family Track)

Comprehensive school comparison tool tailored for families evaluating Costa Rica education options.

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Track B: Family with Kids

Teen Transition Support Guide

Age-specific strategies for supporting teenagers through the relocation transition.

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Track C: Solo / Widowed

Belonging Strategy Worksheet

A reflective tool for building identity, community, and purpose as a solo mover.

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Track C: Solo / Widowed

Social Infrastructure Builder

Build your three-layer social network from daily acquaintances to deep friendships.

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Track C: Solo / Widowed

Solo Safety & Redundancy Checklist

Essential safety systems for solo movers including check-ins, medical prep, and emergency protocols.

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Track C: Solo / Widowed

Solo Transition 90-Day Plan

A 12-week plan with solo-specific milestones for safety, social connection, and belonging.

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Track D: Business Owner

Async Operations & Time Zone Guide

Plan time zone overlap, restructure meetings for async-first operations, and build your tool stack.

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Track D: Business Owner

Business Abroad 90-Day Action Plan

A 12-week plan to transition business operations covering infrastructure, simulation, and launch.

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Track D: Business Owner

Cross-Border Business Banking Checklist

Comprehensive checklist for US banking, CR banking, payment processing, and currency management.

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Track D: Business Owner

Entity & Structure Decision Framework

Prepare for professional consultations about your business entity structure when relocating.

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Track D: Business Owner

Work Infrastructure & Remote Setup Checklist

Set up reliable remote work infrastructure including internet, power, hardware, and workspace.

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