Decision Review
Clarity before commitment
A focused session on your situation, goals and options. You receive a written map of the decisions ahead, how they depend on one another, and where specialist expertise matters.
€595, fixed fee
Useful if you’re preparing to move, have just arrived, or have been here a while and want to check that your choices still fit together.
Included
- An intake questionnaire before we meet
- One [90-minute] session about your goals and plans
- A written decision map within [5 working days]
- The decisions in front of you, how they connect, and which come first
- Where specialist expertise matters, and which kind
- Recommended next steps
Not included
- Tax, legal or regulated financial advice
- Filings and paperwork
- Carrying out the next steps
An example
Your holiday home is becoming your main home
This is an illustration, not a real client.
- The situation
- You bought a house in Portugal as a second home. Now you're planning to live there, and you're still running your business.
- Why it's complicated
- Running costs, insurance, banking, a renovation and your residency start to overlap, and several of them depend on when exactly you move.
- What I'd do
- I'd go through your situation with you and set out what needs to happen, in what order, and which parts need a professional.
- The intended outcome
- A list of what's settled, what isn't and what to do first, before you move rather than after.
Discuss your situation
Free 15-minute introductory call · English or Dutch · Based in Portugal