How to help clients start a travel fund
Saving money for travel—just like saving for other big events—requires discipline and planning, especially if your clients are interested in finding cost-saving deals. By setting goals, creating a budget, tracking expenses, and automating savings, your clients will be well on theirway to making their dream trip a reality. Additionally, travel can be tailored to their level of financial comfort based on their chosen lodging, transportation, and activities. Sharing these tips with clients can be a great way to discuss travel, and how it fits in to their overall financial plan.