Planning for Vacations or Major Purchases
If you couldn’t already tell, we’re big fans of travelling and just generally enjoying life. We encourage our clients to do things that will make them happy, but it’s also important to understand the costs associated with vacations and major purchases and incorporate those costs into your overall financial plan.
A travel goal could be an annual trip to an all-inclusive resort, summer camping trips, or a vacation property to spend the winter months. A major purchase objective could be a cottage, a boat, a home renovation… anything that makes you happy and gets you excited to save.
Whatever your goal is, we’ll help you develop a plan to reach those goals.
Find out how much you’d need to save for your next vacation…
Please note this calculator does not incorporate inflation and rates of return into its calculations. For more complex calculations, please contact us.
Considering making a big purchase?
We love developing plans for clients that incorporate their goals and dreams and many of those goals would be a major purchase. Whether that’s a new vehicle, a big home renovation or another “home”, we create the plans to help you reach your goals.