Move Abroad Pre-Call Questionnaire

 

THE FREEDOM EXPAT GUY

Let’s Build Your Move-Abroad Plan.

Before our session, I’d like to understand where you are today, where you’re considering moving, and what you want your life abroad to actually look like.

Before Our Conversation

Take about 10–15 minutes to complete the questionnaire below.

There are no perfect answers.

The more context you give me before our session, the more time we can spend working through your actual move-abroad plan instead of covering basic background information.

Have your Financial Freedom Abroad Workbook handy.
If you’ve already calculated your Freedom Number, you’ll have an opportunity to include it below.
Your Planning Session

Help Me Understand the Life You’re Trying to Build

Your answers will help us focus the consultation on the decisions that matter most to you.

01

Your Lifestyle

What kind of daily life, climate, community and environment are you actually looking for?

02

Your Numbers

We’ll look at your budget, Freedom Number and how portable your current income really is.

03

Your Next Move

We’ll identify the biggest unanswered questions and turn them into practical next steps.

Pre-Call Questionnaire

Tell Me About Your Move

Be as specific as you can. Your answers stay focused on preparing for our consultation.



Move Abroad Pre-Call Questionnaire

Section 1 - About You

Section 2 - Your Move

Section 3 - What Does Your Ideal Life Look Like?

Section 4 - Your Freedom Number

Section 5 - Portable Income

Section 6 - Housing

Section 7 - Biggest Obstacles

Section 8 - The Most Important Question

WHY I’M ASKING

I’m Not Looking for the “Cheapest Country.”

The objective of our session isn’t to find the lowest rent on the internet.

It’s to understand what kind of life you’re trying to create and which destinations may deserve serious investigation.

“The best destination isn’t necessarily the cheapest one. It’s the place where your income, priorities and desired lifestyle work together.”

What Happens Next?

You’re Almost Ready

1 Submit the questionnaire.
I’ll receive your answers and review them before our conversation. 2 I’ll prepare for your session.
I’ll look at the destinations, priorities, budget and questions you’ve identified. 3 We meet for your planning session.
We’ll focus on the decisions and questions that can help move you forward. 4 You receive your next-step plan.
After the consultation, you’ll receive a written summary of your major priorities and 30–90 day action items.
The Move Abroad Planning Session provides educational information, planning assistance and personal experience. It does not constitute legal, immigration, tax, investment or regulated financial advice. Regulations and individual circumstances vary. Verify relevant requirements with official sources and appropriately qualified professionals.

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