Retirement Accelerator

What’s Included:

8 Weeks of Group Coaching

Weekly sessions with expert insights.

Weekly Video Training & Worksheets

Practical tools to apply each week’s lessons.

Group Q&A
Session

Live feedback from the coaching team.

Community
Support

Direct motivation from the fellow participants.

Program Modules:

Week 1: Financial Baseline

◉ Focus: Define your income, savings, sustainable withdrawal rate.

• Gather all current income and investment data.

• Identify fixed vs. flexible monthly expenses.

• Apply the 4% withdrawal rule for sustainable longevity.

• Calculate your personal “freedom number.”

✓ Deliverable:
Financial Baseline Sheet – Total assets, income sources, and sustainable annual spending.

◉ Focus: Redefine who you are and what freedom means next.

• Clarify post-work identity, values, and goals.

• Map personal motivators and non-negotiables.

• Align purpose with financial and lifestyle choices.

• Identify fears or beliefs holding back transition.

✓ Deliverable:
Freedom Identity Map – Defined values, motivations, and guiding priorities.

Week 2: Identity & Purpose

◉ Focus: Shape a lifestyle that fits your values and finances.

• Choose your lifestyle tier (Standard, Comfort, or Abundance).

• Align desired standards with healthcare, housing, and safety.

• Model lifestyle costs and insurance needs.

• Identify what comfort means for you personally.

✓ Deliverable:
Lifestyle & Healthcare Grid – Lifestyle tiers and protection plan aligned to budget.

Week 3: Lifestyle Design

◉ Focus: Find your ideal place by cost, comfort, and community.

• Explore countries and cities aligned with your values.

• Compare safety, healthcare, and lifestyle factors.

• Filter long lists into 4 top-fit destinations.

• Assess cultural fit and ease of transition.

✓ Deliverable:
4-City Shortlist – Ranked by fit, safety, and opportunity.

Week 4: Destination Discovery

◉ Focus: Compare living costs and forecast your true freedom.

• Compare cost-of-living across your shortlisted cities.

• Calculate monthly and annual spending projections.

• Identify “Now / Soon / Later” readiness bands.

• Forecast long-term sustainability with inflation.

✓ Deliverable:
Freedom ROI Map™ – Color-coded comparison of savings and time-to-retire.

Week 5: Cost Modeling

◉ Focus: Navigate visas, taxes, and long-term stay options.

• Research visa and residency options by income level.

• Outline requirements for arrival, renewal, and exit.

• Identify tax implications and dual-residency rules.

• Create a compliant step-by-step application roadmap.

✓ Deliverable:
Residency & Tax Snapshot – Arrive-Stay-Depart framework per country.

Week 6: Residency Planning

◉ Focus: Set up your banking, tech, and healthcare abroad.

• Establish global banking and currency accounts.

• Set up insurance, VPNs, and communication tools.

• Identify healthcare continuity and telemedicine options.

• Create your safety and emergency readiness system.

✓ Deliverable:
Global Infrastructure Checklist – Banking, insurance, safety tech, and travel systems.

Week 7: Global Infrastructure

◉ Focus: Eliminate the final barriers to global freedom.

• Identify all remaining barriers: financial, legal, emotional.

• Rank challenges by urgency and complexity.

• Define next steps for each category of obstacle.

• Develop a 90-day implementation and accountability plan.

✓ Deliverable:
Freedom Challenge Map™ – Personalized action plan and solutions roadmap.

Week 8: Key Challenges

Program Benefits:

Comprehensive Global Retirement Plan

Tailored to your unique goals and needs.

Confidence
& Clarity

Clear understanding of finances, lifestyle, and legal requirements.

Expert
Guidance

Direct feedback from experienced retirement planners.

Supportive
Community

A network of like-minded individuals navigating the same journey.

The Retirement Accelerator program empowers you to retire abroad with confidence, providing the tools and support you need to make your dream global retirement a reality.

Investment Overview

Pricing Options:

$15,600

Pay by Card

✓ 8 weeks of expert-led group coaching

✓ Weekly video trainings with worksheets

✓ Group Q&A and community support

✓ Key tools including freedom ROI maps, residency snapshots, global infrastructure checklists, and action plans

$15,000

Pay by ACH or Wire Transfer (save $600)

✓ 8 weeks of expert-led group coaching

✓ Weekly video trainings with worksheets

✓ Group Q&A and community support

✓ Key tools including freedom ROI maps, residency snapshots, global infrastructure checklists, and action plans

Why This Investment Matters

Retiring abroad requires careful planning — financial, legal, lifestyle, and more. This program provides expert coaching and proven tools to accelerate your global retirement planning and help you avoid costly mistakes. Even if you don’t end up relocating, the clarity, structure, and financial insights you gain will benefit you wherever you choose to retire.

Your Global Retirement Plan Awaits

All-In-One Solution

Our team brings together the critical skillsets needed to make your global retirement plan a reality:

1. Global Living Advisor
To tailor lifestyle and destination choices

2. Global Systems Specialist
For setting up banking, communication, healthcare continuity, and more

3. Financial Planner
For sustainable retirement income strategies

4. Lifestyle Designer
To create the ideal retirement lifestyle that matches your values and budget

5. Immigrations Specialist
To navigate visas and residency options

6. International Law Specialist
For compliance and legal protection abroad

7. Real Estate Agent
To assist with property search and acquisition internationally

Start Designing Your Global Retirement

Discover where your money works hardest.
“You can be a happily retired, citizen of the world.”