✈️ Vacation Planning Financial Assessment

Plan your dream vacation together with smart financial strategies

✈️ Vacation Planning Financial Assessment

Align on how you'll create memories without creating debt

Welcome!

Vacations create memories and strengthen relationships, but poor planning creates stress and debt. This assessment will help you:

  • ✓ Discover if you're aligned on vacation priorities
  • ✓ Learn smart financial strategies for travel
  • ✓ Identify where you need discussion
  • ✓ Plan trips that strengthen, not strain, your finances

Take 10 minutes together before booking your next trip!