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The engagement model
How we work.
We are a small advisory firm, not a directory or a visa mill. We take a limited number of engagements at a time, and we start every one with a conversation, not a checkout page.
JUSTIN KELTNER · CO-FOUNDER
The model
Strategy first. Professionals second. Execution alongside you.
Most people trying to relocate internationally get sold a product before they understand the strategy. A visa service sells you a visa. A real estate agent sells you a property. A lawyer files the paperwork.
We sit upstream of all of that. Before a single application is filed or a single property toured, we help you understand what you are actually trying to build — and in which order the pieces need to move.
Then, when the strategy is clear, we connect you with the vetted professionals — attorneys, accountants, notarios, real estate agents — who execute it. We stay in the room throughout.
Our disciplines
Three areas. One integrated plan.
Philosophy
We help you understand the full case for geographic diversification before recommending a single jurisdiction or product.
Method
A sequenced, jurisdiction-specific plan: where to establish residency, in what order, and with which professionals.
Assets
We help you evaluate, structure, and close on property abroad — with full diligence, not just a listing.
The process
How an engagement begins.
01
You
Apply
A short form tells us where you are, what you own, and what you're trying to build. Takes 8 minutes.
02
Us
We review
We read every application. If it's a fit, you get a scheduling link within 48 hours. If it isn't, we'll tell you plainly.
03
Together
Discovery call
60 minutes. We understand your full picture — business, family, timeline, risk tolerance. No obligation.
04
Engagement
Strategy + execution
A written engagement letter, a clear scope, and a plan we execute together — with the right professionals beside us.
Who this is for
A right fit matters more than a big pipeline.
🏗️ Entrepreneurs with US or Canadian businesses
You have income, you have complexity, and you're ready to think about where your life runs from.
📊 Investors diversifying internationally
Real estate, residency by investment, or structuring assets across jurisdictions.
👨👩👧 Families making a considered relocation
You're not chasing cheap. You're building a better life — and you want it done right the first time.
🌐 People planning 12–36 months out
The best moves are planned. If you're still deciding whether to move, this is the right time to talk.
Who this is not for
We'd rather tell you now.
—
People looking for a visa service or an immigration attorney (we're neither — we sit upstream and refer)
—
Anyone who needs to move in the next 60 days without an existing plan
—
Those seeking the cheapest path, not the best-fit path
—
People who've already decided everything and just need paperwork filed
Book a consultation
Start with a conversation.
A short application tells us where you are and what you're solving for. We review it and, if it's a good fit, you go straight to scheduling. If it isn't, we'll tell you — and often point you somewhere better.
We take the application seriously. A wrong-fit engagement helps nobody — so we screen carefully on both sides.
Justin Keltner · Co-Founder