Our
Resources
Guides, events, and tools to help you take control of your relocation.
At Settled In, we believe informed clients are empowered clients. That’s why we’ve created this space to share practical resources, upcoming events, and relocation insights to help you navigate your move with clarity and confidence.
Whether you’re preparing to relocate or already settling in, our Resource Center is your go-to place for knowledge, planning tools, and live learning opportunities.
Financial Planning Guide
Budgeting your move, avoiding pitfalls, and staying on track.
This comprehensive guide includes:
• A sample relocation budget
• Expense timelines: what to expect pre-departure and post-arrival
• Housing costs, insurance types, and utility setup expenses
• Banking and credit-building basics in the U.S.
• How to align U.S. pension planning
• Tips for managing cash flow in your first 6 months
Coming soon: a companion webinar and interactive financial calculator!

Important Dates Calendar
Stay in the loop.
Whether it’s a tax deadline, school enrollment window, or our next live webinar, this calendar keeps you organized and prepared.
Includes:
• U.S. federal and state deadlines (taxes, school registrations, health insurance)
•Deadlines relevant to tax residency or pension changes
• Religious holidays and cultural observances for planning travel and scheduling
• Settled In live events and webinars
• Suggested relocation timeline milestones

Coming Soon: Tools & Templates
We’re building an exclusive client-only library of:
• Editable relocation checklists for families, singles, and corporate relocators
• Local neighborhood guides in high-demand U.S. cities
• FAQ sheets on medical care, school systems, and tenant rights
• Recorded webinars with expert Q&A access
• Budgeting calculators and timeline generators
Already a client? You’ll receive access as soon as these are released.

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