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Our mission is to make sabbaticals

possible

So why do they feel so...

The biggest sabbatical barriers are:

Retirement, career-death, loss of income...yipes!

What about my stuff? And my friends? And... my dog?!

What would I even do? Where would I go?

and trying to do all that alone is just...

To solve that problem, we created

What to do, for how long? We'll figure that all out!

Aligning the finances to support your unique sabbatical needs (and beyond)

We support the beginning, middle, and return (plus the afterward!)

How It

We called it ODYSSEY for a reason.

Our program takes you on a structured path through the financial, emotional, and practical aspects of planning your sabbatical.

By the end? You're ready to go.

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Are You

Initial Financial Planning

We'll undergo a comprehensive financial plan and review accounts, assets, and goals. 

Then, we'll determine your timeline, potential risk factors, and outline action steps to take.

Learn about our financial planning process:

What's

Examining Limiting Beliefs

Limiting beliefs are a major road block to sabbatical dreaming. 

We'll create a safe, exploratory space to imagine the life you truly want, and discover what might be holding you back.

Design +

Co-Crafting Your Sabbatical

Now we enter the dream + research phase. We'll guide you to explore your true wants + interests, and help narrow down a basic structure for your sabbatical.

Then, we'll get methodical, supporting you in logistics planning with an eagle-eye for things to think of.

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While You're

We'll keep a close eye on your accounts, send you money when needed, and manage your investments. 

Get into a jam? Need some advice? We'll be here and ready to support you.

What You Get With

It's too much for one little web page but here are some headlines:

We look at sabbatical and beyond, including cash flow, insurance needs, retirement, and more!

We make sure your plan is on track, by managing your assets and executing trades on your behalf.

We're your co-creators of your dream sabbatical! We'll work on logistics, ideas, and admin tasks.
 

You'll learn a whole lot about yourself, even before a life-altering sabbatical!

Everyone is different, and so is their sabbatical. And so is Odyssey! We craft the program around your specific needs.

No matter where you are on your sabbatical path, we'll be able to support you in it!

It's too much for one little web page but here are some headlines:

It's too much for one little web page but here are some headlines:

It's too much for one little web page but here are some headlines:

It's too much for one little web page but here are some headlines:

It's too much for one little web page but here are some headlines:

It's too much for one little web page but here are some headlines:

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is designed to support different sabbatical timelines.

Already in the planning stages?

Great! We'll jump on board to discuss details, anticipate financial challenges, and get you to the finish line (and beyond)

One foot already out the door?

We'll give primary focus to the financial considerations, while looking over your plans to check for any possible improvements!

Just starting to think about it?

We'll talk through road blocks, limiting beliefs, and envision your sabbatical together! Then we'll plan it collaboratively, ensuring your sabbatical is as prepared as one can be.

2–4 Years

1–2 Years

0–6 Months

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is designed to support different sabbatical timelines.

Just starting to think about it?

We'll talk through road blocks, limiting beliefs, and envision your sabbatical together! Then we'll completely plan it collaboratively, ensuring your sabbatical is as prepared as one can be.

2–4 Years

Already in the planning stages?

Great! We'll jump on board to discuss details, anticipate financial challenges, and get you to the finish line (and beyond)

1–2 Years

One foot already out the door?

We'll give primary focus to the financial considerations, while looking over your plans to make sure all the i's have dots!

3–6 Months

Want to get a sense of "where you're at" financially?

We'll sit down, look things over, and give you a:

Not sure yet?

Find out if you're

sabbatical ready!

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You'll Get:

A High Level, personalized financial asessment

1:1 Chat with our financial advisors

Concrete steps and a sense of possible timing

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from life?

Want more of the same?

Tell us your dream sabbatical (and what's holding you back!).

Schedule a free intro chat now. 

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Your dream sabbatical

STARTS HERE

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