For many of our clients, especially those who are already retired, traveling is a big part of life. And we believe that those trips are most enjoyed when they're in harmony with the overall financial plan. That's why we're happy to offer travel consultation services at no charge to our clients.

Kristin Staley is a travel professional, and she's here to help you as much or as little as you need. If you don't even know where you want to go, Kristin can help you decide what kind of trip is going to make the most sense for you. Or, if you know exactly where you want to go, Kristin can help you make sure all of the logistics come together without a hitch, and she'll find ways to painlessly save money along the way.


Here's what Kristin says:
"I believe we have an incredibly creative God who created a beautiful and amazing world and I want to see as much of it as I can. I love cruising, visiting Disney, experiencing all-inclusive resorts in the Caribbean and Mexico, seeing Europe and more. As your travel professional, I'll come along side you during all of the details of planning and executing your vacation to make it as fun and stress-free as possible. I'm available during your travels so when you have questions, concerns, or issues, you have someone to be an advocate on your behalf."

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