September 21, 2023

Triumph!!  After three very frustrating days of trying to book appointments at the VFS office in San Francisco to submit our visa application and accompanying paperwork, we finally cracked the code this morning and have booked appointments on January 11th.   This will allow us time to get our documents in order, get a lease for a place to live in Portugal and then cross our fingers that we have everything we need for the visa application. 

Needless to say, the VFS website is not the most robust and user-friendly website in the world, but we finally were able to book appointments.  The first hurdle was just getting an account set up so that we could log in.  Once that was done, it was frequently the case that after one or two tries, the system would kick you out, tell you to come back in a couple of hours after clearing your cache files!! 

Once we were finally able to log on, we could never get the appointment calendar to fill out and show available appointments.  We had been trying to book appointments together because the system seemed to allow more than one person to apply at the same time.  After many failed attempts over the last couple of days, I decided to try to book individual appointments this morning and voila!!!  I was able to secure an appointment and then I ran and got Barb who after a couple of tries was able to book an appointment on the same day but a couple hours later!!  I’m thinking that because our last names are different, the system would not allow us to book appointments together.  Maybe not, but as soon as tried the ‘individual route’, everything worked.

So, the bottom line is we are now going to San Francisco in January.  That gives you some idea of how far out they are backed up for visa applications!!  In any case, we have now secured our appointments so the next big hurdle will be to secure a lease when we go over in November!  I am certainly learning a lesson in patience and perseverance! 

In addition to securing a lease, we also need to set up bank accounts in Portugal and have them funded with a few thousand dollars prior to securing the lease and submitting the visa.  We have already gotten our ‘NIF’ which is essentially a Portuguese tax ID number but now we need to actually set up accounts and transfer money into the country.  Prior to our trip last year, we established accounts with ‘WISE’ which is an international money transfer organization and that worked great.  It makes it very easy to transfer money between dollar denominated accounts to Euro denominated accounts (or many other currencies).  I even have a WISE debit card that allowed me to make purchases in Euros while we were in Portugal last year.

This whole process is one big learning experience for sure.  Fortunately, there is a Facebook group of expats who have moved to Portugal that is filled with useful information from those who have already trodden this path.  Even so, reading about it is often not the same as actually doing it.  It’s almost like reading about how to drive a car but until you actually hit the road, you don’t learn about all the little subtleties involved. Not to mention the fact that rules and organizations change as do the people that you deal with sitting across the desk.

The visa application has an accompanying checklist that is straightforward.  However, we have read numerous accounts from people submitting applications at the three different offices across the US who have had totally different experiences and been asked for things that weren’t on the checklist or had things on the checklist totally ignored.  We have already decided that if they ask for three months-worth of bank statements on the checklist, we will go in armed with 6 months – just in case.

Now that we have appointments to submit our visa paperwork, we are trying to think through the logistics of getting ourselves and the dogs over there. We will hopefully sign a lease in November but must be back in San Francisco in January.  Once we submit our paperwork, and assuming we can retain our passports, we may go back to Portugal as tourists to live in our newly leased place for a little while until our D7 visas are approved.  Once they are approved, we either need to physically go back to San Francisco to have the visas placed in our passports or send our passports to San Francisco and have them couriered back to us. 

This is where it gets sticky.  They will only courier the passports to somewhere in the United States.  So even if we get second passports, which we are thinking about (it’s legal!), we somehow have to reunite with our passports with the Portugal visa in them somewhere outside of Portugal.  The only way the D7 visa is validated is to show entry into Portugal from outside the Schengen Zone.  Up to this point, we could figure out a way to make all of this happen.  But we have the two dogs to factor into the equation!!

If we take them over when we first go back in January, we will be faced with the question of what to do with them when we have to come back to the US (or somewhere outside the Schengen Zone) to get our passports with the D7 visas so we can re-enter Portugal to validate the visas.  If we choose to just stay in the States until our visas are approved, we will be paying rent on a place in Portugal for three or four months!!  Like I said, reading about how to do all these things is one thing but when you start working through your own personal situation, it becomes a bit more complicated! 

So, that’s where we are now.  We have our visa appointments – step one accomplished!!  We have begun the swim across the pond and so far, the bureaucratic crocodiles are still sunning themselves on the beach and haven’t entered the water yet. Although we did have the nasty encounter with the VFS website crocodile but ultimately beat it into submission.  The name of the game is to get ourselves and the pups to Portugal without being eaten alive by the various bureaucratic crocs we will encounter along the way!!  And that’s why they call it an adventure! Stay tuned!

September 18, 2023

As I write this at 7 am in the morning in the office at Barb’s house in Phoenix, it is already a balmy 76 degrees which is pretty much the expected high temperature in Bozeman today!  The expected high temperature in Phoenix today is 101!  The mornings here are actually quite pleasant and the daytime highs seem to be dropping from the extremes witnessed during the summer.  On Friday, it’s only supposed to get up to 93 – yahoo!

Needless to say, it has been a bit of culture shock for this Montana boy!  I am settling in and finding my way around.   Barb got me a sunshade for my windshield, and I have learned the fine art of trying to park under trees in parking lots!  My Harley is parked in the garage, and I have not yet taken it out but as the temperature continues to get more reasonable, I will give it a try.

All my remaining worldly possessions arrived and are now packed into a climate-controlled storage facility near here.  That includes my road bicycle which I will get out soon and start riding around on all these nice bicycle paths and lanes – in the morning when it is still cool.

Barb is a free woman now.  Her official last day was last Friday so she is free to do what she wants when she wants now.  She sold her CPA practice a year ago but there was a one year ‘tail’ when she worked for the purchasing company and helped with the transition of clients.  That chapter is now finished, and she is free to go on about her life.

We are trying to switch gears and start to focus on the move to Portugal and are learning that patience will be one of the most important things to remember during this process.  We are obligated to submit our applications for our visa through the VFS Global office in San Francisco since they handle most of the West, including Arizona.  We know that it takes a while to get an appointment so we decided to be proactive and book our appointments now, so that when we return from Portugal in November with our hoped-for lease, we can be all ready to go.  Great theory!

We have found the VFS Global website to be extremely frustrating and after trying to book an appointment online since last Friday, have not yet been successful.  We know we are not the only ones as we have read several accounts of others trying the same thing and running into the same types of problems.  Years ago, when I was working, I remember using the VFS office in Washington DC to process our visas for Saudi Arabia and other places.  That was before the internet, and it was often frustrating then.  It doesn’t seem to have improved much.

One would think that, given the amount of business they do, they would be able to put together a website that is more robust and user friendly.  It’s almost like using one of the old dial-up services.  Very frustrating.  We are actually contemplating flying to San Francisco for a day (or two) for the express purpose of going to the VFS office simply to see if we can book an appointment in person for some time down the road.  That’s how ridiculous things have gotten.

I am sure this is one of the many, many challenges that we will face in trying to navigate the bureaucratic maze that lays before us.  I will continue to post on our progress.

In the meantime, I will continue to settle into life in Arizona.  As a bonus, my daughter, Jordan, is flying in on Wednesday for a few days and I’m really looking forward to seeing her.  We have a couple of fun things planned in addition to jumping in the pool and staying in the air-conditioned house.   The adventure continues!

Sept 11, 2023

It’s been quite a while since I posted anything, so I thought I’d fill in the timeline a little.  The primary reason I haven’t posted anything is due to the fact that I was up to my neck in trying to get the house emptied out.  As with so many things I undertake, it was a much bigger job than I anticipated.  As I stated previously, although moving is always hard, trying to get rid of almost everything you own is harder. 

The secondhand furniture store arrived with two trucks on August 29th and virtually emptied the house of almost all of the large things and even some of the home décor items.  Once they were all loaded up, the owner handed me a check and off they went.  I was left with things like a washer and dryer, mattresses, plants, a couple of filing cabinets and the two desks in my office.  And I was relegated to a hotel for the remainder of my stay in Bozeman.

My pickup was baking in the sun down at Barb’s house in Phoenix, so I had reserved a 15-foot U-Haul truck for the following day to be able to dispose of everything that was left.  During one summer in my college years, I worked for a moving and storage company and put all of that knowledge and skills to good use as I loaded up the truck with the appliances, mattresses, etc.  In any case, I made trips to various places – Habitat for Humanity, Goodwill and the dump. 

I had planned to finish things up and leave for Washington for my bike ride in the San Juan islands but life has a way of laughing at whatever plans you make.  I came down with some type of upper respiratory virus as I was working on the house and felt worse and worse.  Two days before I was due to leave, I didn’t feel like I could ride my bicycle around the block, let alone over hill and dale day after day in Washington so I pulled the plug on the ride.  It was already paid for, and I was well beyond the refund date so it was a painful decision, but I really had no choice.  I went to an urgent care clinic, and they gave me some antibiotics and it helped a bit, but I was just feeling pretty exhausted.

I finally got the house cleaned out and had my neighbor help me load the Harley onto the U-Haul motorcycle trailer to get ready for the drive to Phoenix – again!  On Thursday, Sept 7th I hitched up the trailer, loaded my bicycle onto the bike rack and with the car packed to the gills, headed south.  I had planned to take three days driving down to Barb’s just because I was pulling the trailer and I was exhausted. 

Given the rough roads we encountered three weeks earlier between Henderson, NV and Phoenix, I decided to try a different route through Page, AZ near Lake Powell.  On the second day, about 15 miles south of Beaver, UT, I turned off of I-15 and headed off to Page.  It turns out that it was a great decision.  In general, the roads were better, the scenery was better, there was less traffic and it was just a lot easier drive.   I still encountered a few rough patches but, by and large, it was a much better drive.  And I got to see a part of the country I’d not seen before!!

When I arrived in Phoenix (actually Chandler is where Barb lives), it was a balmy 112 degrees or so!  I got the Harley offloaded in short order (although Barb had to put of towel on the seat because it was so hot!!) and put it away in the garage.  After a break in the nice, air-conditioned house, we finally got the trailer returned and the car offloaded.  I was absolutely exhausted and spent most of the rest of the day parked on the sofa having all of the personality of an amoeba! 

Yesterday, I did absolutely nothing and today I’m starting to feel more like a human being.  I have started making ‘to do’ lists as I adapt to my new temporary life in Phoenix.  Barb keeps telling me it will cool down which it slowly seems to be doing.  The morning temps next week will be in the 70’s so that is a good indication. 

As I get settled in, we will be turning our attention to getting ready for our trip back to Portugal in November to find a place to lease.  Once that is done, we will submit our application for our long-term visas and let that process play out.  It is our hope that in about 6 months or so, we will be moved or in the process of moving to our new place in Portugal. 

I never thought in a million years that I would be living in Phoenix but here I am.  Fortunately, I have lived in many different places during my life and have adapted pretty well to wherever I’ve ended up.  I’ve already found the nearest Starbucks and we’ve joined a nearby gym.  As soon as it cools down a bit, I’ll hit the roads on my bicycle to do some exploring and take the Harley out as well.  The adventure continues!