Let me share a recent journey with a fabulous client who, like many of us, has a deep love for travel (guilty as charged! 🙋♂️). However, she started feeling that unsettling pit in her stomach, realizing she might be splurging a bit too much on her adventures, leading to sleepless nights and unnecessary stress. 😰
Ever heard the saying, "Too much of a good thing can be a bad thing"? Travel is amazing, but excessive spending on it can throw your financial plan off track. 🗺️✈️ It was time for her to take control, so she gave me a call.
Here's what we did together:
1️⃣ Deep Dive into Expenses: We scrutinized her past year's travel expenses with a fine-tooth comb, going through actual bank and credit card statements.
2️⃣ Inventory Check: We totaled up each trip's cost and calculated the grand total for the year.
3️⃣ Budget Blueprint: Determined how much she needed to save monthly to afford her planned adventures.
4️⃣ Strategic Adjustments: Suggested smart savings hacks and identified trips that could happen every other year to keep her financial ship sailing smoothly.
Our Goals? 🎯
1️⃣ Realistic Expectations: Set achievable travel goals.
2️⃣ Solutions Galore: Ensure she could relish every travel experience.
3️⃣ Debt-Free Dreams: Travel without sacrificing financial peace or jeopardizing the future.
Post our meeting, she's back on track, ready to jet set without the baggage of stress! 🛫🌟 Remember, it's fantastic to travel now, but it's equally important not to overdo it and compromise your future adventures! 🚀
Whether it's travel, midnight shopping sprees, or keeping up with the Insta-joneses, let's tackle those money stressors together. 💪💸 Drop a ✈️ below if you're ready to embark on a stress-free financial journey! 🌟 #SmartMoneyMoves #FinancialFreedom #TravelSmart #AldermanFinancialGroup #FinancialPlanning #HuntCounty #CommerceTx #GreenvilleTx #WomenInBusiness #FemaleEntrepreneurs #WomenInRealEstate
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Technical Product Manager at Accrue Savings
4moThis is my favorite way to use Accrue! Now I always have money for flights