Vacation Without Financial Guilt – Smart Wealth Management for Women Who Love to Travel

You work really hard for your money.

You want to save the future, of course, but it’s also important to enjoy the fruits of your labor and cultivate a life that is fun, exciting, and rewarding.

At Pachira, we think travel is one of the best ways to spend your money. As a private wealth management team for women, we value financial freedom and adventure, and can work with you to make your travel dreams a reality while maintaining your long-term financial goals.

Whether it makes better sense to save systematically over a period of time, or apply a bonus or tax refund to your travel budget, we will help build a customized financial plan that prioritizes the big and small trips on your bucket list.

How we work with you to budget for your unique travel goals depends on the phase of life you're in.

During your working years, using a tax refund or a bonus is a great way to spend money on travel. You’re living within your means, but also rewarding yourself. For some people, making small intentional decisions in your day to day lifestyle, like skipping your coffee shop latte for a period of time and allocating that saved money into your travel budget is a good option. In either scenario, you are prioritizing travel without going into debt to do it.

In retirement, you might choose to make use of retirement funds, like taking your RMD (required minimum distribution) to use on travel. Or you might opt to use investment gains. We can also help you explore Roth IRAs or Roth conversions, which require no minimum distribution.

In order to make travel a realistic, regular part of your life, you might decide to balance big expensive international trips with smaller, more affordable domestic vacations. Be intentional about the places you want to see, and their priority on your list.

At Pachira, we want you to nurture yourself with your money, and have the experiences that will enrich your life and make all of your hard work worth it. 
Come to us with your bucket travel list, and we’ll make a plan to get you there, together!

Registered Representative of LPL Financial.  Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.