Dreaming About Travel is Only Half the Fun!
MAKING YOUR DREAMS COME TRUE IS THE OTHER HALF.
Are you frustrated over the endless searching online to find the perfect vacation?
Feeling overwhelmed by all the little details that go into planning a trip?
Missing out on preferential treatment, exclusive savings, behind the scenes access and complimentary extras?
This step-by-step long-term travel planning tool helps you identify your vacation style and future travel dreams.
Not only will it take the stress away from doing this alone, but it’ll put the FUN back in the planning!
Identify your travel style.
Create your vacation dream list and fit your vacation list into your life.
Understand the best planning approach - saving you time and money.
Improve the quality of your vacations.
Keep your travel goals on track.
Identify your vacation style.
Document where you have been already.
Uncover your future travel dream list through your Dream Session.
Fit your dream list into “when to go” categories.
Receive a draft detail of your dream list, along with a rough estimate Fund Factor budgeting cost.
The ability to modify your draft detail through your Lifetime Travel Portfolio Professional.
Clarity in regard to your future travels while enjoying a unique, fun and exclusive experience.
Exclusive live webinars with travel suppliers, cruise lines, tourist boards and more.
Plan multiple trips for the price of one!
We are Matt & Kristine Cervone, the co-founders of The Lifetime Travel Portfolio™.
We have owned our own successful business in the travel industry for more than 30 years. We love what travel does for people.
Often when meeting someone new and after mentioning what we do for a living, almost always, the conversation about “travel” takes on a life of its own.
Most often, the people we meet will want to share their travel experiences and ask questions about future trips. Time and time again, we have witnessed the life and excitement this single topic would bring to so many people.
That was the reason why we developed this planning tool, The Lifetime Travel Portfolio™ , to assist individuals with reaching their travel goals.
Key factors in achieving your travel goals are to identify them, plan and budget.
It is our goal to help you identify and to give you the tools to live your life filled with the vacations of your dreams.
The Lifetime Travel Portfolio™ is NOT for everyone, and that’s ok. We’d prefer to help you figure out if it’s NOT right for you BEFORE you join, rather than waste your time.
Typically, this is for:
If you are passionate about travel, or maybe an adventurer interested in new travel experiences, or you may struggle for ideas for vacationing, or want to “see the world” during your lifetime, or thrive on goal setting, or are an organizer or planner, or you prefer to budget for your travels, or are active in financial planning, or want to travel when you retire, or you appreciate a high level of service...then this is for you!
We can guide you with our “Done for You” Concierge Program to assist you. You schedule a one-on-one call with us and we interview you and do the work. After that, our work isn’t done. We follow up with a completed The Lifetime Travel Portfolio™ draft presented to you.
The good news is, no! You can choose to divide up the amount into three (3) easy payments.
It varies, but typically, it will take 45-90 minutes, depending on how long you take with answering the questions. After you are done with the steps, our work isn’t finished. We follow up with you within seven (7) days with a complete Lifetime Travel Portfolio™ draft, based on your preferences, including budget/prices per trip, that you can share with your advisor, to assist them with their planning, budgeting and investing.
YES! That is how we started. Live workshops for small and large groups are available for 2021. Please inquire for details.