• Do you struggle with retention of your top clients?

  • Do you struggle setting yourself apart from other financial planners?

  • Have you been struggling with attracting new clients?


  • Take advantage of our long-term travel planning tool in order to create, plan and budget for their travel dreams.

THE LIFETIME TRAVEL PORTFOLIO™

  • Keep your client’s financial goals on track - with the creation of your client’s long-term vacation dreams.

  • Improve the quality of your client relationships allowing you to service them better.

  • Keep your clients motivated with their investments and budgeting.

  • Easy to do - we walk your clients through the entire process.

  • Exciting to talk about - travel is one of the fun things to discuss, when it comes to retirement goals.

  • Provides clarity - clients will know exactly what trips they want to plan, when they want to go and how to budget for them.

  • Set yourself apart from the competition by offering this exclusive travel planning tool.

LIFETIME TRAVEL PORTFOLIO™ OPTIONS

OPTION 1: GUIDED TOUR

Clients can go through the online course at their own pace, on their own time, 24/7. We provide them with a detailed follow-up of their very own Lifetime Travel Portfolio to share with you, complete with budgeting, certificate of completion, an option for an annual review and to work with you to finalize their trips. 

The benefit to you and your client is having deeper clarity in regards to their long-term travel goals, allowing you to create vacation options to support their goals.


OPTION 2: DONE FOR THEM - CONCIERGE TYPE OF SERVICE 

Clients can schedule a one-on-one interview (60 minutes) to take them through the process. We provide them with a detailed follow-up of their very own Lifetime Travel Portfolio to share with you, complete with budgeting, certificate of completion, annual review and work with you to finalize their trips. 

The benefit to you and your client is having deeper clarity in regards to their long-term travel goals, allowing you to create an investment profile to support their goals.

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's why we developed The Lifetime Travel Portfolio™, to assist individuals with reaching their travel goals. 

We can help your clients identify, plan, and budget for their travel goals so they can live their lives filled with the vacations of their dreams. 

We've been recognized by:

By not putting your clients through The Lifetime Travel Portfolio™...

  • they may lack the clarity they need to achieve their goals.

  • you may lose an important connection to a valued client.

  • you may not have the advantage over your competition.

Still Hesitant?
Here are Some Frequently Asked Questions

  • Do I really need this?

    If you are looking for a competitive advantage that can differentiate you from other Travel Advisors or an “online booking”, then The Lifetime Travel Portfolio™ can help attract and retain existing clients.

  • I am too busy right now. Is this really something my clients still need?

    We can guide your clients with our “Done for You” Concierge Program to assist you with the efforts. This is where your clients are scheduled for a one-on-one call with us where we interview them and do the work for them and follow up with a detailed The Lifetime Travel Portfolio™ draft for them to share with you.

  • Does the client have to pay all at once?

    The good news is, no! They can choose to divide up the amount into three (3) easy payments.

  • How much time does it take?

    It varies, but typically, it will take 45-90 minutes, depending on how long the participant wants to take answering the questions. After they are done with the steps, our work isn’t done. We follow up with the participant within seven (7) days with a complete Lifetime Travel Portfolio™ draft, based on their preferences, including budget/prices per trip, that they can share with you as their advisor, to assist them with their budgeting and investing.

  • Is there a live workshop that I can send a client to?

    YES! That is how we started. Live workshops for small and large groups are available for 2021. Please inquire for details.

What Our Clients Are Saying

I made future plans with a purpose...

by Becky P.

I have been a Travel Advisor for 20 years. When I went through The Lifetime Travel Portfolio™, it was actually the first time in my career that I made future plans with a purpose for myself.

Wow, that was fun!

by Jennifer M.

Wow, that was fun! I now have a plan for so many more vacations! (and I can now budget for them).

My husband and I have so much more clarity.

by MaryAnn S.

I am naturally organized and a planner, yet, I have never done anything like this for travel. My husband and I have so much more clarity.

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