With summer around the corner, families are beginning to make plans for summer vacation.

Planning a vacation can be a time-consuming task.

Not only does it take time to decide where to go, but booking lodging and transportation requires exploring various options.

Once everything is booked, you shift to planning activities and packing.

You also have to wrap up loose ends at work before taking time off.

Planning a summer vacation can be an exhausting process … so exhausting that you’ll be ready for your vacation when it arrives!

As you make plans, keep in mind what you’re really trying to accomplish with this vacation.

It’s easy to set the bar high for a vacation and expect it to be “perfect.”

But we all know “perfect” rarely exists.

Don’t be let down by your summer vacation. Manage your expectations upfront.

Here are some items to think about as you plan your vacation.

Add to this list any other ways you see your vacation. Then select which item is the most important one.  

You may find more than one item, but the key is to focus on one item. This way, it’s easier to accomplish one thing instead of trying to do it all.

By managing your expectations upfront for your summer vacation, you can stay focused on enjoying the moment.

Instead of trying to fit everything into your schedule, you can have some downtime to relax or adjust when a meltdown happens (whether it’s your meltdown, your spouse’s, or your kids’).

No matter your vacation plan, it’ll be a memorable experience to cherish in the future.

It’ll build a stronger bond between you and your family. And isn’t that why we go on summer vacation?

(Update to original post from May 21, 2018)


Niv Persaud, CFP®, CDFA®, RICP®, is a Managing Director at Transition Planning & Guidance, LLC. Life is more than money. It’s about living the lifestyle you want and can afford. For that reason, Niv consults with clients on money, life, and work. Her approach capitalizes on techniques she learned throughout her career, including as a management consultant, executive recruiter, and financial advisor. Her services include developing  comprehensive financial plans, divorce financial reviews, and retirement plans. Niv actively gives back to her community through her volunteer efforts. She believes in living life to the fullest by cherishing friendships, enjoying the beauty of nature and laughing often — even at herself. Her favorite quote is by Erma Bombeck, “When I stand before God at the end of my life, I would hope that I would not have a single bit of talent left and could say ‘I used everything you gave me.’”