This short video explains:
*Who the Retirement Relocation Blueprint is for
*How the process works
*What will happen after you enroll
*If you’re serious about relocating in the next 0–36 months, start here.
I’ve helped retirees and pre-retirees across the country for over 26 years make relocation decisions that save money, avoid unexpected costs, and prevent traps most people never see coming.
When relocation mistakes happen, paying too much in taxes, misjudging healthcare access, or choosing the wrong housing market, the damage is rarely obvious at first. Those costs usually show up years later.
This process exists to slow the decision down, look at real tradeoffs using real data, and build a plan that actually fits your life.
Most relocation moves fail not because people didn’t try, but because they didn’t plan with real tradeoffs in mind from the beginning.
They chase lists, opinions, and headlines instead of a structured process that accounts for real costs, long-term risks, and lifestyle priorities.
This process separates information gathering, professional analysis, and decision clarity, which is how smart relocation decisions are made.
What the Retirement Relocation Blueprint Is Worth
The Retirement Relocation Blueprint is not a single call or a quick opinion.
It’s a structured planning and execution process that replaces several services people often pay for separately.
Here’s how the value breaks down.
Relocation Strategy & Planning Session
Value: $750
A one-hour, recorded online information-gathering session designed specifically for retirement relocation. This is the foundation of the entire plan and replaces the kind of paid planning sessions many people seek from relocation consultants or advisors.
You receive:
A structured, focused session
A copy of the full recording
A clear capture of your goals, constraints, and priorities
Personalized Retirement Relocation Blueprint
Value: $1,250
After the session, your information is analyzed and turned into a customized relocation plan.
This includes:
Evaluation of your top locations
Identification of real tradeoffs and potential risks
Elimination of poor-fit options
A realistic shortlist based on your priorities, budget, and timeline
This is not generic advice. It is a plan built specifically for your situation.
Blueprint Review & Q&A Session
Value: $350
A follow-up online video call, typically under 30 minutes, where:
Your Blueprint is reviewed in detail
The reasoning behind recommendations is explained
Your questions are answered
Next steps are clarified
This ensures you understand the plan and how to act on it.
Vetted Agent Match & Coordination
Value: $300+
When appropriate, you are connected with a vetted local agent from my national network who specializes in working with retirees.
This saves you:
Time spent vetting agents
Costly trial-and-error
Mistakes caused by working with the wrong person in the wrong market
This Is For You If:
*You plan to relocate in retirement in the next 0–36 months
*You want clarity, not confusion
*You care about taxes, healthcare, housing, safety, and real numbers
*You want a plan, not just opinions
This Is Not For You If:
*You’re casually browsing retirement ideas
*You want free content but no structure
*You’re not ready to commit time and focus to your relocation decision
How the Retirement Relocation Blueprint Works
This is a structured process designed to help you make the right relocation decision, no guessing, no spray-and-pray information overload.
You begin by enrolling and paying the $497 one-time fee.
That confirms you’re serious. After you enroll, you’ll schedule your first session
IMPORTANT: Read Stage 5
You will meet with me for a one-hour online video session.
The session is-recorded
You receive the recording
Camera on NOT required
Mic-only participation is fine
Join from phone, tablet, or computer
This session is NOT a planning call. It’s an information capture session so I have everything I need to build your Blueprint.
During this session we cover:
Your budget and timeline
What you care about most
Locations you’re considering and why
Your taxes, healthcare, housing, and safety priorities
This ensures your Blueprint is customized, not general.
After the session, I take the time to review your information and craft your personalized Retirement Relocation Blueprint.
This includes:
Real tradeoffs and risks
A short list of places that fit your needs
Clear reasoning so you actually understand the plan
This work happens off-call, so you get a thoughtful, detailed blueprint not an off-the-cuff conversation.
Once the Blueprint is complete, we’ll have a 30-minute online video review session where I walk you through:
Your personalized plan
Why the recommendations make sense
Your questions and next steps
The Retirement Relocation Blueprint is a paid planning and educational service designed to help individuals evaluate retirement locations, lifestyle factors, and housing considerations.
The Blueprint fee is $497. If a participant ultimately completes a real estate transaction through a referred, properly licensed real estate professional, the $497 Blueprint fee will be refunded after closing (15 days. Yes, it is in writing). Refunds are issued separately and cannot be disbursed through the closing agent. Refund eligibility requires a minimum closed purchase price of $250,000. Transactions below this threshold do not qualify for a Blueprint fee refund.
Participation in the Retirement Relocation Blueprint is not required to receive a referral to a vetted real estate professional; if you prefer to discuss your situation without completing the Blueprint, you may use this link to schedule an appointment with me to review your needs in detail. https://api.leadconnectorhq.com/widget/bookings/retirementlifeusa
Referral relationships may exist with licensed real estate professionals. Use of any referred professional is completely optional, and participants are free to select any agent or service provider of their choosing.
Any referral compensation received is separate from the Blueprint fee and does not affect the cost, scope, or availability of the Blueprint service.
My priority is helping you make the right move, not pushing you into one.
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