Retirement Travel Planning
A FIVE YEAR TRAVEL PLAN
Travelling is usually the first item on everyone's bucket list, especially for those soon to retire.
You have a financial plan for retirement, now you need a plan on how to enjoy the years for which you've worked so hard.
Traveling during retirement may look very different from how you've traveled in the past.
Do you have a plan? Do you know where you'd like to travel and how much it will cost you? A Five Year Travel Plan ensures your retirement is properly funded for how you want to travel.
I work with clients to develop a Five Year Travel Plan.
The process of developing this long-term travel plan involves a lengthy consultation where I'll help you discover your goals, dreams, and travel preferences. And I'll match you to the ideal destinations for you.
After our consultation, you will receive a beautiful customized presentation including the destinations to visit over the next 5 years as well as the estimated cost of each trip.
Why do you need a long-term travel plan?
You will have clarity and control over how you want to travel in the upcoming years
It's a great tool for your Financial Advisor... he or she will be able to incorporate your travel plans into your overall Financial Plan to ensure you have the funds available to enjoy travelling your way.
SERVICE FEE - $300
*Promotion: Currently, I am offering two complimentary retirement planning consultations to the next two individuals that schedule.