How Ready Are You to Move to Costa Rica?
Find out where you stand across taxes, healthcare, accounts, estate planning, and financial readiness. Takes 2 minutes.
- ✓2 minutes, 15 questions
- ✓Completely free
- ✓Personalized results
Built by a Certified Financial Planner™ Professional who splits time between the US and Costa Rica and works exclusively with people planning the same move.
What You'll Discover
What Could Go Wrong
Most people don't find out about FBAR filing requirements, the healthcare coverage gap before CAJA, or restricted brokerage accounts until after they've already moved. This quiz flags those risks before they cost you.
Your Readiness Score
A clear picture across 5 areas: financial readiness, tax exposure, healthcare planning, alignment, and execution timeline.
Your Next Steps
A checklist of what to do first, what can wait, and where you're already in good shape. Built around your specific situation, not a generic PDF.
The financial side is where most people get stuck.
You're not still deciding if Costa Rica is right. You're trying to figure out whether your money is actually set up for this.
Not the flights or the housing. The financial side: what accounts still work after you update your address, what tax filings change, what happens to your healthcare, whether your estate plan holds up across borders.
I help you navigate the financial complexity of moving to Costa Rica so you can stop researching and start living. This quiz shows you exactly where you stand right now.
Brennan Vitali · CFP® · Vitality Wealth Planning
What This Quiz Is and Isn't
What It Is
- ✓A calm, honest look at where you actually stand financially
- ✓A way to get the open questions out of your head and onto paper
- ✓A clear snapshot across the areas that matter most before you move
What It Isn't
- ✗Not a personality test or motivation quiz
- ✗Not a sales pitch disguised as an assessment
- ✗Not a pass/fail test with a right answer
Vitality Wealth Planning LLC is a registered investment adviser in the State of Indiana and Washington. 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.