Recommend March 2018 - 13

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tRAveL
ADvISOR
Corner

Five-Year Travel Plans
Susan Farewell

If you haven't already, early in the year is a
good time to revisit your long-term travel
plans. We've found that five-year travel
plans help clients maximize their travel
time and money. Here are some of the
steps we encourage our clients (individuals,
couples and families) to realize their travel
dreams. By doing it early in the year,
you'll also remind yourself of the
importance of booking summer and holiday
trips in advance.
■ Step 1: Write a Family travel
Mission Statement. Have all family
members sit down and identify what it is
they are looking for in travel. Education?
Relaxation? Is travel an occasional treat or
are they trying to get to every continent
before the kids go to college?
■ Step 2: Develop a travel Wish List.
Have them think about the places they've

always thought about visiting but also
encourage them to fantasize.
■ Step 3: Work up a travel Budget.
While it may be impossible to know from
one year to the next how much one can
afford to spend on travel, it's important to do
at least a rough budget looking ahead
five years.
■ Step 4: Identify time Constraints.
School calendars. Work schedules. Sport
commitments. These all have to be
factored in.
■ Step 5: Analyze Age/Interest
Differences. While an 8-year-old son might
be itching to go to Colonial Williamsburg,
the teen sister might have her eyes on Paris.
It's important to please everyone and there
are numerous creative solutions a travel
agent can offer.

Step 6: plan Other Getaways. Don't let
your client lose sight of the importance of
setting aside romantic weekends away or
seizing opportunities to go off solo or with
college classmates.
Step 7: Write it All Down. Our experience
says planning five years out (weekends,
holidays, vacations) is the most effective way
to make sure our clients go where they want to
go. Once your client commits it to a document,
they are already on their way.
Step 8: Revisit the Five-Year plan
Annually. We recommend reviewing fiveyear travel plans once a year or more often if
circumstances change (better job or lost job;
new baby...what have you). ■
Susan Farewell is the owner of Farewell Travels
LLC (FarewellTravels.com), a travel design firm
based in Westport, CT. Follow her on Twitter
and Instagram @FarewellTravels.


http://www.FarewellTravels.com http://AlaskaRailroad.com/TravelTrade

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