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Wanderlist® Travel Portfolio Planning Service

What is a Wanderlist®?

Travel is an investment in time, money and memories. If done right it can be a very enriching experience. If done wrong, it can quickly become a wasted opportunity. To help safeguard against potential problems, we’ve created America’s first travel portfolio planning service – Wanderlist®.

A travel portfolio uses the same principles as your financial plan. When working with a financial advisor you establish goals and build a diversified plan to achieve them.

Travel can work the same way. Most of us know the places we want to visit. Instead of inefficiently planning our trips one at a time, why not use this knowledge to achieve a greater return on your investment?

What are the benefits of a Wanderlist®?

  • Enjoy peace of mind with a master travel plan
  • Achieve more efficient use of your time by eliminating hours personal research and backtracking
  • Secure your spot during peak periods by planning ahead
  • Maximize your travel dollar by planning around currency fluctuations, locking in favorable rates, negotiating prices for repeat bookings and adjusting trip timing
  • Strategically earn and redeem frequent flyer miles and credit card points

What steps are involved in the Wanderlist® planning process?

We have five simple steps in creating your travel portfolio plan.

  1. Audit – the process starts with a short 10 minute survey. Once completed, we host a planning session to gain a better understanding of your hopes and expectations.
  2. Design – we get started on your plan by cross referencing your destinations against a dozen or more filters such as price fluctuations, geographic combinations, political environments, etc.
  3. Review – we present our preliminary plan and listen to your input.
  4. Revise – using your thoughts and comments as guidance we finalize your Wanderlist®.
  5. Wanderlist® – we present final documents, which strategically organize your travel dreams.

How long does it take and how much does it cost?

The entire planning process takes around 15-30 days to complete, depending on the number of destinations under consideration. For a limited time, Travel Beyond is offering our Wanderlist® planning services without the $500 fee. In exchange for your free travel portfolio plan, we only request that your Wanderlist® bookings are handled by Travel Beyond.

For more information

Please contact us to start your Wanderlist® or learn more about this service.

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