How Ready Are You to Move to Costa Rica?
Tap an answer to start. It covers the US side and the Costa Rica side.
First, what track are you on?
Built by a CERTIFIED FINANCIAL PLANNER® professional specializing in US-Costa Rica cross-border planning
I built this quiz because the same money questions kept coming up. A few minutes here can save you months of backtracking.
Brennan Vitali, CFP®
Founder, Vitality Wealth Planning
What You'll Discover
Your Blind Spots
The money gaps most people don't see until they're already in Costa Rica, from US taxes to Medicare to which accounts follow you.
What's Still Open
The money questions your answers leave open, in the order they usually come due.
Your Next Steps
The next step that fits where you are: a call, the free Map, or both.
Make The Move
If you've found yourself thinking more seriously about life in Costa Rica, you've already crossed an important line.
You're probably not asking whether you want this anymore. You're asking how to do it well, without rushing it, missing something, or carrying the whole thing in your head.
That's where most people get stuck. Usually not from doubt. There are just too many questions running at once and no obvious order to put them in.
This short quiz turns the volume down and shows you what's still open right now.
You'll get:
- ✓The money questions still open on your move
- ✓Which of them usually come due first
- ✓See what's still open and the next step that fits
It's free and takes about 3 minutes
What This Quiz Is (and Isn't)
This is:
- ✓A calm look at the money side of the move
- ✓A way to get this out of your head
- ✓A clear list of what's still open
This is not:
- ✗A personality test
- ✗A motivation quiz
- ✗A sales pitch
- ✗A checklist that pretends you're done
It's free and takes about 3 minutes
See what's still open on your move.
Get Started for FreeYour results come up as soon as you finish.
More About the Quiz
Who This Is For
This quiz is designed for people who:
- ✓Have already decided this move matters
- ✓Are tired of carrying the decision entirely in their head
- ✓Want fewer open loops, not more information
- ✓Care about doing this intentionally, not impulsively
You don't have to be ready to take this.
You just have to answer honestly.
How It Works
- Answer a short series of thoughtful questions
- See your results right away
- See what's still open and the next step that fits
There are no right or wrong answers.
Answer honestly and the results mean something.
What We Do With Your Email
Your email is used to send your results and a short series of follow-up emails.
You can unsubscribe anytime.
If all you want is the result, take it and go.
It's free and takes about 3 minutes
© Copyright. FORM ADV
Vitality Wealth Planning LLC is a registered investment adviser in the States of Indiana and Washington. Registration doesn't imply a certain level of skill or training, and it doesn't mean any regulator has approved the firm's management or investment practices. Securities regulators don't pass on the merits of any security. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption. “Vitality Wealth Planning” is a registered trade name of Vitality Wealth Planning LLC.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Vitality Wealth Planning LLC is a registered investment adviser in the States of Indiana and Washington. Registration doesn't imply a certain level of skill or training, and it doesn't mean any regulator has approved the firm's management or investment practices. Securities regulators don't pass on the merits of any security. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption. “Vitality Wealth Planning” is a registered trade name of Vitality Wealth Planning LLC.