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ONE DECISION AT A TIME

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Focused guides for the questions that need more than a quick answer. Each includes a worksheet to prepare your next conversation.

FIELD GUIDES · BOWEN ISLAND

Seven decisions, answered before you prepare.

01

Preparing TN documents for a management consultant assignment

The management consultant entry permits a baccalaureate or licenciatura degree, or equivalent professional experience established by a statement or professional credential showing five years as a management consultant or five years in a specialty related to the consulting agreement. The proposed services must still qualify as management consulting, and the arrangement must comply with TN's self-employment limits.

Identify whether the file relies on the baccalaureate/licenciatura degree path or equivalent professional experience. For the experience path, obtain a statement or professional credential establishing five years as a management consultant or five years in a specialty related to the consulting agreement. Supporting letters should explain the dates, work and connection to the arranged services.

WHAT THIS GUIDE COVERS

  • Establish the qualifying path without over-specifying the degree field
  • Address the employment relationship, not just the consulting label
  • Confirm the engagement is temporary and prearranged
  • Watch the self-employment line in a consulting arrangement

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02

Why a relocation date shouldn't be set before citizenship documents are confirmed

A moving date is easy to pick and hard to undo once leases are signed and jobs are given notice. But the date only holds if the underlying documents, particularly proof of citizenship where the category depends on it, are already confirmed and current. Confirming documents first keeps the date honest.

A target date is a planning placeholder; a confirmed date is one supported by documents already in hand. Treating the two as the same thing is the most common cause of relocation plans that unravel. If citizenship has to be established through a passport renewal, a citizenship certificate request, or another process with its own timeline, the target date should move to match that process, not the other way around.

WHAT THIS GUIDE COVERS

  • Distinguish a target date from a confirmed date
  • Check whether residence-based documents are being substituted
  • Build the calendar backward from document issuance
  • Decide which documents convert a target into a date

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03

How to sequence a move before supporting documents are finished

A petition approval, a visa issuance, and an admission at the border are three separate steps, and completing one does not complete the others. Plan the move around the slowest of these steps, not the fastest, and avoid firm relocation commitments before each step is actually confirmed.

Write out, in sequence, what still needs to happen: employer petition filing and approval where one is required, visa application and issuance at a consulate if applicable, and then admission at a port of entry. Treat each as a distinct event with its own timeline rather than assuming that starting one step guarantees the next will follow quickly.

WHAT THIS GUIDE COVERS

  • List the steps in the correct order
  • Avoid commitments tied to an assumed date
  • Keep a document checklist current, not aspirational
  • Write the steps as a chain and find its slowest link

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04

Sequencing a relocation before L1 documents are available

A household should not fix a moving date around an L1 filing until petition approval, visa issuance, and admission are understood as three separate steps, each on its own timeline. Planning a move before the underlying documents exist risks commitments that outrun the case.

Petition approval by the immigration agency establishes that the case meets the classification requirements. Visa issuance by a consular post, where applicable, is a separate step with its own scheduling and document review. Admission at the border or port of entry is a third and final step, decided by an immigration officer even after a visa has been issued. A moving date set before all three are complete assumes an outcome that has not yet occurred at any of the earlier steps.

WHAT THIS GUIDE COVERS

  • Distinguish the three steps that must each complete
  • Build the housing and school search around uncertainty
  • Keep the qualifying relationship and role evidence on its own track
  • Give each stage its own owner and its own evidence

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05

Planning a move before L1 or E2 documents are finalized

Moving on the expectation that documents will follow puts timing ahead of eligibility. An L1 case needs the qualifying corporate relationship and role documented before a petition can be approved; an E2 case needs the investment substantially committed and at risk before a filing can be made. Relocation planning should track when those underlying facts will exist, not just when a move is convenient.

WHAT THIS GUIDE COVERS

  • Identify what document each path actually needs first
  • Distinguish an intended sequence from a proven one
  • Avoid committing to relocation logistics ahead of the underlying case
  • Identify the first document each route genuinely needs

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06

Sequencing a relocation before immigration documents are issued

Employer petition approval, visa issuance and admission at the border are three separate steps, each with its own timing and its own risk of delay. A relocation plan built around a single target date treats them as one event when they are not.

An employer's petition being approved (where one is required, as with L1) is not the same as a visa being issued at a consulate, and a visa being issued is not the same as being admitted at the port of entry, where an officer makes the final admission decision. For TN, there may be no separate petition step at all if applying directly at the border, but the visa and admission steps are still distinct. Treating any one of these as the finish line risks committing to dates the process has not actually reached.

WHAT THIS GUIDE COVERS

  • Map the three approval stages
  • Build a conditional timeline, not a fixed one
  • Keep moving commitments reversible until admission
  • Decide in advance what triggers each commitment

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07

Why to wait for immigration documents before planning a move under EB-5 or Gold Card

Petition approval, visa issuance, and admission are three separate steps, and confusing them is the most common reason a planned move gets ahead of the actual paperwork. Neither filing an EB-5 petition nor completing a Gold Card contribution authorizes relocating. Wait for the document that actually matters before committing to logistics.

Filing an EB-5 petition, or signing a Gold Card commitment and paying its fee, is not the same as being authorized to enter or remain in the United States. Presence and eventual residency status depend on later steps: petition approval, then visa issuance, then admission at a port of entry or adjustment of status. Each stage can take time and is not guaranteed to conclude on any particular schedule.

WHAT THIS GUIDE COVERS

  • Know what stage actually authorizes presence
  • Match a moving timeline to the correct milestone
  • Build a contingency plan for delay
  • Name the moment each route actually permits a move

Read the full guide