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How to Plan Your Dream Vacation

Wise advice from a financial planner.

Is there a place you often find yourself thinking about getting away to, or a trip you've always wanted to take? It could be more than a faraway thought or pleasant daydream. A well-executed plan and some budgeting could make it a reality. Here's how to get started.

Consider your overall goals.
First, think about how high this ranks on your list of financial priorities. While you may have a unique strategy for reaching this goal, it still needs to work within your larger financial strategy. Your travel savings goal could impact others.


Establish your vision.
Visualize your dream getaway. What are you doing? Lying on a sunlit shore with a tiny umbrella in your drink? Having a drink at a local pub? Reaching the top of a mountain and taking in the breathtaking landscape? Are you traveling with anyone or on a solo adventure? How do you feel? Happy? Relaxed? Adventurous?
Then, think about what you want to get from your trip (adventure, family time, relaxation). Which aspects appeal to you most (the ocean, a theme park or other place close to your heart)? What would this trip have to have to fulfill your vision? Take note of these so you can prioritize them in your planning.


When planning a trip with someone else (a partner, friend or family member), remember to also consider their vision. You may have to compromise (similar to how you would if you were investing together). 

Bon Voyage! 

Meet Sarah Kendall

My mission and mantra is to positively impact the lives and livelihoods of my clients. I am focused on building authentic and long-term relationships. My skillset helps make building, transferring and protecting your wealth a transparent and manageable process. I recognize that everyone's economic and life situation is unique. My aim is to help make your life easier, affording you more freedom and security to pursue your ambitions and dreams. My determination and confidence mean that I am constantly working for you and keeping your best interests at heart.

Surrounded by a stellar team, we have 40 years of combined experience, with the support of thousands of people and advanced technology resources, so I can help ensure you receive the most current and comprehensive guidance available. In addition, I welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise. I look forward to partnering with you to develop a complete, personally-tailored strategy to help you achieve your financial goals and more.

I am a Blue Ridge native and mother of two. I work in historic downtown Canton – a place I call home. Aside from being an active member of my community and an outdoor enthusiast, I also enjoy traveling to meet with clients. I understand the importance of having a financial strategy, which is why I am so personally and professionally invested to help you create, build and protect yours.

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