advisory
Stuck on a form? Need a 30-minute gut check?Book a certified coach.
Plan review & optimization
Document checklist walkthrough
Provider selection guidance
"What should I do next?" clarity
Complex lineage? Citizenship by descent? High-net-worth tax planning? Multi-country sequencing?
Full strategy development
Project management
Provider coordination.
Ongoing check-ins until completion
OUR PROCESS
Intake + constraints
Understand your situation, goals, timeline, and non-negotiables
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Portfolio strategy + timeline
Design primary and backup paths with realistic milestones
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Provider coordination
Connect you with documents, legal, insurance, banking as needed
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Execution tracking
Milestones, documents, renewals, status visibility.
Questions?
Find answers to common questions about GlobalCitizens.
What makes Plan a “portfolio” approach?
How does the Mobility Profile survey set my risk profile?
What are “mobility assets” and how do I choose them?
Can I pick a different tier than recommended?
How does Try Before You Buy work?
What is the difference between “primary” and “backup” assets?
What is the cancellation policy?
Are the annual plans a one-time payment?
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