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Your Partners in Borderless Wealth

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New Client Inquiry Form

Thank you for reaching out, please complete this form so we can prepare for your consultation.

  1. Contact Information

Best Time to Reach You
Time
HoursMinutes

  1. What Brings You to Costa Rica?

Primary Interest

  1. Property Preferences

Preferred Region
Property Type

  1. Investment & Financial Picture

Estimated Budget
Financing Preference
Investment Timeline

  1. Legal & Residency Considerations

Are you interested in Costa Rica residency?
Have you worked with a U.S. CPA on international income?

  1. How Did You Find Us?

Referral Source

7. Anything Else You'd Like Us to Know?

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