Your Global Runway Blueprint

Your Blueprint begins here.

A few focused questions so your Blueprint reflects your full picture. About 7 minutes. No documents or account numbers needed.

🔒 Private and encrypted. Your answers go only to your Blueprint team.

Step 1 · About you

Where you stand today

The foundation everything else is built on.

Where are you a tax resident right now?And your situation there.

Settled here Relocating Already abroad

How much time do you spend in your home country? Now

Under 3 months 3 to 6 months 6 months or more

Ideally

Under 3 months 3 to 6 months 6 months or more

Which passports do you hold, or could you get?Extra options quietly open doors most never see.

Anyone we should plan around?Partners or dependents shape the structure.

Open to a short trip abroad to lock in a residency?

YesDependsPrefer not to

Step 2 · Your money and structures

What you’ve already built

So we can shape the pieces into one plan.

How do you earn?Pick any that apply.

Which structures do you already have?One per line: name, jurisdiction, current status. The more complete this is, the more precise your Blueprint.

Any business partners?

How does the money move today?Trace it end to end: where it’s earned, which accounts and entities it passes through, in which countries. This is the picture we optimize.

Step 3 · Banking, tax and compliance

Where things stand today

This is where the real risks, and the real savings, tend to hide.

US tax ID status

Have ITIN or EINAppliedNone

Ever had an account frozen, closed, or declined?Be candid. It decides where your money can safely live.

Which accounts do you hold?Registered: TFSA, RRSP, 401k, ISA, super.

Registered or retirement Brokerage Crypto None yet

Do you own property anywhere?

Who handles your taxes, and are filings current?

Any audits, disputes, or penalties you know of?No judgment. Surfacing these early is the point.

Step 4 · Protection and the bigger picture

Where you’re headed

So we build once, in the right order.

What’s already in place?

How is your bookkeeping handled today?

NoneMyselfBookkeeper

Beyond this plan, what might you want handled later?No commitment. It helps us sequence things right.

Banking and account setup Second residency or passport Asset protection Ongoing compliance Bookkeeping and filing Investment and estate

A year from now, this is handled. What does that look like?Be specific. Include any non-negotiables we should design around.

Anything else we should know?Context, concerns, or plans already in motion. Nothing is too small to note here.

Last step

Confirm and send

These two boxes formally start your 10 business day Blueprint window.

I confirm this information is complete and accurate to the best of my knowledge. I confirm my income and funds come from lawful activity, and I’m not using Blueprint for tax evasion or any unlawful purpose.

✓

Received

You’re all set.

Your Blueprint window has started. We’ll pull it together, reach out if we need anything, then walk you through it. Talk soon.

The Blueprint team