What you will learn in this video

• ✓Understand the purpose of the Travel Tool and its role in planning a meaningful Second Wave Life.
• ✓Learn how to connect travel goals with personal values, relationships, time, and financial resources.
• ✓Discover how to help owners brainstorm, prioritize, and evaluate travel opportunities with family and loved ones.
• ✓Understand how to incorporate realistic travel plans into the broader Personal Readiness strategy.

About this video

This lesson introduces the Travel Tool and explains how advisors can help business owners make travel a meaningful part of their Second Wave Life. You'll learn how to align travel goals with personal values, strengthen relationships, evaluate available time and financial resources, and develop a realistic travel plan that supports life beyond business ownership.