Daniel Vogelpohl, CFP®, CDFA®’s Post

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Principal- Wealth Dimensions Group, Ltd

In building a financial plan, we always budget for vacation and for the travel to take those vacations. So what do you do when – for whatever reason! – you end up not taking that already-budgeted-for vacation? This is where our Summer Checklist comes in handy 😉 There is so much to do as a family during the summer that still ensures you: ✔️ Get outside ✔️ Create memories together ✔️ Spend quality time with your kids ✔️ And allocate those vacation funds 𝙨𝙤𝙢𝙚𝙬𝙝𝙚𝙧𝙚 If you’ve budgeted and planned on a vacation that isn’t coming to fruition, here’s a fun checklist we use with our family to make sure you get the most out of your summer.

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Louis Pat Hudepohl

Vice President of Renewable Operations

3mo

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