Confidence to spend money on life experiences
One of our clients is currently spending the best part of five weeks on the South Island of New Zealand.
She and her son who is acting as her driver will be exploring the island and all that it has to offer.
Another of our clients has just returned from Costa Rica.
I am slightly envious because the only time I have ever seen Howler Monkeys, Jaguars and the abundant birdlife of that South American country is on nature programmes on TV.
Earlier this week bumped into a client on Cranleigh High Street, and she told me that recently she had just returned from a trip to the Falkland Islands and delighted in telling me about the Magellan Penguins that she had seen there.
A surprising fact about some members of the Informed Choice team is we can name most of the Penguin species, all of them if we work as a team!!
One of my client meetings this week was reviewing future holiday plans with a client. Learning of her ideas over the next few years was a “wow” moment.
Having visited Yellowstone last year, her plans now include travelling to Bhutan this summer. In 2020/21 she will have a cruise to Antarctica where amongst other things she will witness a solar eclipse!!
Travel seems to be a favourite subject when asking clients what they want to do with their finances in the future.
I have a confession to make; I am not a big fan of holidays.
I certainly am no fan of sitting on a hot beach somewhere, but I fully understand that some people find that relaxing.
For me, a long weekend break is just about enough possibly in East Sussex (I love the town of Rye and surrounding countryside) or Dorset perhaps on Studland.
These trips are even better if they include the prospect of some bird watching.
What all of these holiday plans have in common is that the Financial Plans that we build for the clients have given them the confidence to spend some of their money on these life experiences.New Zealand, Costa Rica, Yellowstone. Financial Planning is giving our clients the confidence to spend their money on life experiences. Click To Tweet