Rooted Reset - Strategic Intake Form
  • Rooted Reset - Strategic Intake Form

  • You've realized something important: the time for research has passed. You need structure, not more blog posts.

    The Rooted Reset is designed for people who need to relocate within 0-180 days and want a plan that is financially and logistically sound for their situation.

    This isn't escape planning. It's continuity architecture.

    This intake assessment determines:

    ✓ Whether your timeline and resources are structurally aligned
    ✓ Which stabilization pathway serves your specific constraints
    ✓ Whether you need Accelerator Mode (0-60 days) or Strategic Mode (3-6 months)
    ✓ If Rooted Reset is the right solution—or if you need different support

    What happens next:

    Based on your responses, you'll receive one of three outcomes within 24-48 hours:

    1. Rooted Reset Recommendation  — Your situation fits the service parameters and we'll send engagement details
    2. Alternative Pathway — Your needs are better served by Compass Brief or Strategic Dossier
    3. Timeline/Resource Realignment — We'll provide honest feedback if your current plan isn't structurally sound

    Time required: 5-7 minutes

    Investment: Free assessment

    Honesty required: We can only help if you're realistic about constraints

     

  • Before you begin:

    This assessment works best when you answer with reality, not aspiration.

    If your budget is $15K, don't say $50K because you hope to save more. If your timeline is urgent, don't pretend it's flexible to seem "more strategic."

    The Rooted Reset is designed for constraints—but only ones that are honestly mapped.

    Let's begin.

  • Section 1: Contact

  • Section 2: Strategic Clarity

  • Which statement best describes where you are right now?*
  • Section 3: Strategic Window

  • When are you planning to relocate?*
  • Is this relocation reversible or permanent in your vision?*
  • Section 4: Destination Scope

  • How many countries are you seriously considering right now?*
  • Section 5: Motivation

  • What's the primary problem you're solving through relocation?*
  • Section 6: Resource Reality Check

  • Which best describes your income structure?*
  • Realistically, how much liquid capital can you deploy toward relocation without financial stress?*
  • Which of these apply to your situation? (Select all that apply.)
  • Section 7: Needs Assessment

  • What do you need most right now?*
  • Are you ready to invest in strategic intelligence within 30 days if aligned?*
  • Section 8: Additional Context

  • Would you like cultural identity & safety considered in analysis?*
  • Consent and Authorization

  • Cosent and Authorization (All required.):*
  • All information is confidential. Rooted Reset is designed for people who need structure under constraint—but only when constraints are honestly mapped.

  • Date*
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  • Privacy/Disclaimers 

    This intake form provides the strategic foundation for determining your service pathway. All information is encrypted, stored securely, and used solely to provide personalized strategic intelligence. Your data will never be shared with third parties. Concentric Global Consultants is a strategic consulting firm, not a law firm, immigration agency, or tax advisory. All guidance is educational and strategic in nature.

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