Congratulations on Booking your 0% Tax Blueprint Consultation!
Please read Below For Necessary Details

IMPORTANT: PLEASE CHECK YOUR CALENDAR FOR THE INVITATION TO THE FIRST CALL. If it is not already a part of your calendar, please check your email (including your spam folder) and add the event to your calendar with the link to join the meeting.

If after 15 minutes you have not received any invitation, please email sean@globaloptimizer.com. We would like avoid time to be wasted in our special free offer for you by being late or not showing up.

  • Remember, this is Step 1 of the 0% Tax Blueprint and includes 2 calls. The Diagnosis Call & the Decision Call
  • During the end of your Diagnosis Call if it is clear you booked by mistake or do not fulfil our Customer Criteria, you will be asked if you would like to step out of the process and we will refund you 100% of your purchase (you’re on the free offer).
  • If you decide to continue the process, at the end of your Diagnosis Call you will be given forms to complete.
  • After completing the forms, you will send them to us and we will forward them to our strategists so they may be briefed and prepare accordingly. After, you will be given access to the Calendar Booking to reserve a slot for your Decision Call.

For the Diagnosis Call

Please have a look on the first round of questions we will be asking on the Diagnosis Call! You can download them & choose to fill them out or simply just think about them in preparation for you call!

Here’s what to Expect

  • This will be primarily a data collection call to qualify if you’re the right fit where we will ask you extensive detail regarding your:
    • Nationality/Passport history
    • Income for this year and expected for next years
    • Total Cash – Please be prepared with information such as approximate bank account amounts and location.
    • Total Investments – Please be prepared with Both Public and Private Portfolio information and where it is located
    • Real Estate – Please be prepared with location, purchase date, purchase price & current market value.
    • Clear intentions for your life and priorities including why you are consulting with us and what freedoms you are hoping to achieve.
    • Where you currently live/spend your time
    • If planning/open to relocate, what countries/regions you are interested in or what qualities matter to you.
    • Any involved family members and/or business partners and their relevant passports, financial income & assets.
    • Business/Work Activity – Please have prepared what your business activity is, where the work is undertaken, how many employees there are and where, where your clients are, how they pay you, and what legal entities/companies are involved in your structure.
  • Please be truthful & complete in your answers – Even if you have legal skeletons in your closet, it is better for us to know so that we can prepare for them rather than prepare a pathway that won’t end up working because of an issue you did not inform us about.

Here’s what not to Expect

  • Do not expect any solutions and/or suggestions for your situation. The person on this call is purely there to gather data and walk you through the forms to prepare for your strategist so they may conduct research on what design is the best path for you.
  • We will reject making any false expectations in the Diagnosis call that has not been checked first for your particular situation. We do not want say anything in the Diagnosis call first to induce any wishful thinking for something that does not turn out to work for your case after the Strategist conducts their research. This is why we reserve pathways to only be discussed in the Decision Call.

For the Decision Call

Here’s what to Expect

  • This call will focus on painting out the future of the best pathways to improve your situation and help achieve your desired outcome.
  • They will go over and discuss the approximate roadmap or key issues that will need to be tackled in order to achieve the best legal setup possible to optimise both your financial and legal freedom.
  • This will be the first call with your strategist so they may ask additional or confirmatory questions to help better understand your situation.
  • After the call, you will receive a written email summary of the calls discussion points and their suggestion of the pathways to move forward if you qualify as a clear candidate for Step 2 of Setup Implementation.
  • Once you move on to Step 2, there will be further calls/emails/texts between you and your Strategist as you work together to bring details from planning to reality.

Here’s what not to Expect

  • Do not expect any full legally actionable blueprint. With the preparatory work and 30 minutes of time on the call, it is often impossible to go into full depth with an entire actionable step-by-step written out plan. This call is to give you an understanding of the best pathway open to you to and the steps we’ll take to achieving it.
  • After you receive the summary email after your Decision call, you are allowed one response email through which you may ask clarification questions regarding the roadmap or setup implementation next steps and your strategist will answer.
  • Each additional email you send asking further questions without contracting clear services for Step 2 will be charged €100 per email. This is ensure your emails are concise with your questions and to not bombard our strategist with unnecessary emails without clear intention to work with us.

For the Entire Process

How to Behave

  • You will be truthful and complete in your answers to questions we ask you.
  • You will be polite and act with common sense and a cooperative mindset.

How to Get Banned from Our Services

  • We have a zero-tolerance policy towards bad manners. If you are rude or act distastefully towards our team members, you will be denied our services and our collaboration with each other will end.