What We Offer

Expert Guidance, Built Around Your Move

Whether you want a step-by-step guide to DIY your relocation or a dedicated advisor to walk with you every step of the way, ClearPath has a service designed for exactly where you are.

πŸ“„

What We Cover

  • Temporary vs. Permanent Residency explained
  • Income & asset requirements by visa type
  • Consulate appointment preparation
  • INM process once in Mexico
  • Document checklist & translation guidance
  • Renewal timelines

Residency & Visa Guidance

Mexico's residency process is more accessible than most people think β€” but the paperwork, the requirements, and the sequencing matter enormously. One misstep at your consulate appointment can set you back months.

We walk you through the entire process from the very beginning: understanding whether Temporary Residency (good for 1–4 years, renewable) or Permanent Residency (no renewal, no income restrictions once granted) is the right path for you, based on your finances, age, and long-term plans.

We'll help you calculate whether you meet the income or asset thresholds, prepare your consulate application package, coach you for your appointment, and guide you through the in-country INAMI process after you arrive.

⚠️ Important: ClearPath provides guidance and preparation support. For legal advice specific to your individual immigration situation, we work alongside trusted licensed immigration attorneys in our network.
πŸ—ΊοΈ

What We Cover

  • Relocation timeline & master checklist
  • Shipping vs. selling your belongings
  • Pet relocation rules & requirements
  • Mexican banking & financial setup
  • Healthcare enrollment (IMSS, private)
  • Phone, internet & utilities setup
  • Driver's license & vehicle importation
  • Loose ends β€” mail, subscriptions, taxes

Relocation Planning & Logistics

The residency visa is just one piece of the puzzle. The practical logistics of actually moving your life to another country β€” what to do with your stuff, your pets, your mail, your bank account β€” is where most people get overwhelmed.

This service is your master plan. We build a customized relocation timeline based on your move date and work backwards, making sure every task gets done in the right order and nothing falls through the cracks.

We cover the decisions that cost people the most time and money if they were to get them wrong: whether to ship furniture or start fresh, how to bring your pets legally, which Mexican banks are expat-friendly, how to access affordable healthcare, and how to wrap up your life north of the border cleanly and legally.

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What We Cover

  • City & neighborhood matching to your lifestyle
  • Cost of living comparisons by city
  • Renting vs. buying as a foreigner
  • Fideicomiso (bank trust) explained
  • Trusted local real estate agent referrals
  • In-person scouting trip planning
  • Red flags to avoid in Mexican rentals
  • Short-term landing options while you search

Real Estate & Neighborhood Consulting

Choosing where to live in Mexico is one of the most exciting β€” and most consequential β€” decisions of your relocation. The country is vast and varied. The right city for a remote worker in their 30s is completely different from the right city for a retired couple or a family with school-age children.

We provide in-depth neighborhood profiles and honest, experience-based guidance on Mexico's top expat destinations β€” cost of living, safety, walkability, healthcare quality, expat community size, climate, and cultural vibe.

We also demystify property ownership as a foreigner in Mexico β€” including the fideicomiso (bank trust) system that allows foreigners to own in restricted zones, and when renting long-term is the smarter first move.

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What We Cover

  • Expat group introductions by city
  • Language learning resources & strategies
  • Cultural adjustment coaching
  • Volunteer & social opportunities
  • School & family community resources
  • Local professional networks
  • Healthcare provider introductions
  • Optional ongoing check-ins during your first year

Community & Social Integration

You can have the perfect apartment, the right visa, and a beautifully organized relocation β€” and still feel profoundly alone in a new country. That's why community integration isn't a nice-to-have. It's essential.

This service is about helping you build a real life in Mexico β€” not just logistics. We introduce you to established expat networks in your destination city, connect you with cultural resources, language learning communities, volunteer opportunities, and the social touchpoints that help people truly put down roots.

For families, we help identify schools, kids' activities, parent networks, and neighborhoods where your children will thrive. For retirees, we focus on social clubs, healthcare community resources, and warm introductions.

It All Starts Here

We get into all the details of your situation, goals, and timeline β€” and you get clarity on which path forward makes the most sense to you.

Choose Your Level of Support

Every move is different. Some people want a clear roadmap and the confidence to execute it themselves. Others want a trusted advisor in their corner every step of the way. We have a package for both β€” and everything in between.

Tier 1
Pathfinder Guide
The complete DIY toolkit β€” everything you need to plan and execute your move independently.
Starts at
$499

  • βœ“
    Comprehensive, personalized relocation guide (PDF)
  • βœ“
    City & neighborhood recommendation report
  • βœ“
    Step-by-step residency pathway document
  • βœ“
    Master relocation checklist & timeline template
  • βœ“
    Curated resource library (banks, healthcare, schools)
Get Started
Tier 3
Concierge Move
Full-service, high-touch support from first conversation to fully settled in your new home.
Starts at
$4,999

  • βœ“
    Everything in ClearPath Advisor
  • βœ“
    Weekly 1-on-1 sessions throughout your process
  • βœ“
    In-person scouting trip planning & accompaniment
  • βœ“
    Direct assistance with logistics coordination & Vendors
  • βœ“
    Community integration β€” introductions & onboarding
  • βœ“
    Priority response & ongoing first-year support
  • βœ“
    Staff hiring assistance (house cleaners, cooks, nannies, handyman, etc.)
Get Started

Not sure which package is right for you? Book your Discovery Consultation and we'll figure it out together. Price of packages determined by number of people relocating, complexity of your relocation, and specific options or add-ons you select.

Γ€ La Carte Services

Not every move fits a package. If you already have parts of your relocation handled and just need support in specific areas, you can pick and choose exactly what you need β€” and build a custom engagement that's right for you.

Get Started
πŸ“„ Residency & Visas
  • Temporary vs. Permanent Residency consultation
  • Income & asset threshold review
  • Consulate application package preparation
  • Consulate appointment coaching
  • INM in-country process guidance
  • Document checklist & translation support
  • Residency renewal planning
πŸ—ΊοΈ Relocation Planning
  • Custom relocation timeline & master checklist
  • Shipping vs. selling assessment
  • Pet relocation guidance
  • Mexican banking & financial setup
  • Healthcare enrollment (IMSS or private)
  • Phone, internet & utilities setup
  • Driver's license & vehicle importation
  • Loose ends β€” mail, subscriptions, taxes
🏑 Real Estate & Neighborhoods
  • City & neighborhood matching report
  • Cost of living comparison by destination
  • Renting vs. buying consultation
  • Fideicomiso (bank trust) explanation
  • Trusted local real estate agent referrals
  • In-person scouting trip planning & accompaniment
  • Short-term landing options guidance
🀝 Community & Integration
  • Expat group introductions by city
  • Language learning resources & strategies
  • Cultural adjustment coaching
  • School & family community resources
  • Local professional network connections
  • Healthcare provider introductions
  • Staff hiring assistance (cleaners, cooks, nannies, etc.)
  • Ongoing first-year check-in sessions

Pricing for Γ  la carte services is determined during your Discovery Consultation based on scope and complexity. Start with a consultation and we'll build exactly what you need.

From First Call to First Year

We meet you where you are and move at a pace that works for your life.

1

Discovery Consultation

We get to know your situation, goals, and timeline β€” and you get clarity on which path forward makes sense.

2

Your Custom Roadmap

We build a personalized plan covering residency pathway, destination options, timeline, and the right package for you.

3

Guided Preparation

Step-by-step support through every stage β€” documents, logistics, real estate, community β€” based on your chosen level.

4

Settled & Thriving

You're in Mexico β€” and you have ongoing support to help you find your footing and build the life you envisioned.

Not Sure Where to Start?

That's exactly what the Discovery Consultation is for. In 60 minutes we'll listen to your biggest questions, clarify your options, and map out what a ClearPath journey looks like for your specific situation.

Book a Consultation