Expert financial guidance for U.S. expats building their legacy in paradise
Navigate Costa Rica with confidence. Banking, financing, tax compliance—all managed by one trusted partner dedicated to your success.
Your All-In-One Partner for Seamless Investment in Costa Rica.
Everything you need under one roof—banking, financing, tax compliance, and trusted expert connections. No more juggling multiple advisors.
Your investment is unique. We customize every step to match your specific goals, timeline, and financial situation with precision.
From your first call to closing day, we guide you through every detail with weekly follow-ups and proactive problem-solving.
We review your profile early, catch potential issues before they become problems, and maximize your approval chances with banks.
Simple, Strategic, Seamless—Your Investment Journey Made Easy
We understand your goals, timeline, and financial profile in a complimentary 30-minute consultation. No pressure, just clarity.
We design your personalized roadmap—banking setup, financing options, tax planning, legal structure, and compliance requirements.
We connect you with Costa Rica's top professionals and manage every detail with weekly check-ins until your goals are achieved.
Comprehensive Financial Solutions for Your Costa Rica Investment
We compare Costa Rica’s top banks to structure your accounts, investments, and financing options efficiently. Our relationships with institutions like BAC Credomatic ensure faster approvals and better terms.
We handle all documentation, negotiate on your behalf, and build your complete banking infrastructure—positioning you for long-term success in Costa Ri
Residential and commercial financing from reservation to closing. We benchmark the market, profile your finances, and negotiate with banks to secure the best loan terms.
Our pre-underwriting process catches issues early and maximizes approval chances. We structure loans to minimize taxes and align with your wealth goals—backed by 20+ years of mortgage expertise.
Tax planning, monthly bookkeeping, and LLC formation from day one. We handle DGT compliance, electronic invoicing, and provide a customized tax calendar to keep you on track.
Beyond basics, we offer strategic advisory to minimize your tax burden legally, prepare you for audits, and act as your external CFO for financial clarity and decision-making support.
Access our vetted network of legal advisors, immigration consultants, real estate experts, insurance specialists, architects, and marketing professionals—all experienced with expat needs.
We actively coordinate these partners on your behalf, ensuring seamless communication. One point of contact for your entire Costa Rica journey—from construction to philanthropy.
Catherine made our Costa Rica dream a reality. From banking to financing, every step was seamless. Done Deal truly is a sanctuary for expat investors.
I left feeling confident and supported! The expertise and personalized guidance were perfect. Done Deal made our investment stress-free.
Book your complimentary 30-minute consultation and start building your future in paradise today.
