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Cruising Financial Strategies: Funding Freedom
A Proven Roadmap to Fund Your Dream, Manage Your Money on the Water, and Plan Your Exit—Without Sacrificing Freedom for “Someday” Security. Because life’s too short to wait until you’re “ready enough” to live it.
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“Serious about cruising—but not sure how to fund it, sustain it, and land safely afterward?”
Most aspiring cruisers delay their cruising dream for years because the money side feels overwhelming.
They aren’t just worried about buying the boat.
They're asking ...
How will we afford life once we’re out there?
Can we make this work without draining everything?
What happens if we want (or need) to come back?
Without a real plan, freedom feels risky—and security feels forever out of reach.
This workshop fixes that
You’ll get a proven roadmap to fund your cruising life your way—whether through savings, investment income, remote work, or periodic hustle—and strategies to manage your money confidently while you’re out there.
You’ll also learn what most cruisers never plan for:
the return.
Because your dream shouldn’t end in a financial scramble.
By the end, you won’t be guessing—you’ll have a concrete roadmap that moves you from thinking about it to actually setting a departure date.
Workshop Logistics
This is a 90-minute live workshop packed with real-world tools, strategies, and personalized guidance.
Date
Wednesday, May 14
Time
8:00 PM EST (New York)
Investment
$100 USD
Replay Access
Available for 3 days after the live session
Here’s What We’ll Cover
We’ll begin with a quick recap of the core insights from our previous session: Entry costs - you’ll leave knowing what to expect—and how to avoid overbuying, Lifestyle Sustainability - nailed, based on your route, your goals, and your cruising style, Exit strategy - locked in, so you’re not scrambling to rebuild life on land later—then go deep into the cruising financial strategies that support your dream:
FUNDING YOUR CRUISING LIFE
From savings strategies to remote work realities, create a funding plan that fits your timeline and lifestyle.
FINANCIAL MANAGEMENT WHILE CRUISING
Banking across borders, securing your assets, and budget tracking without losing your mind (or your money).
EXIT PLANNING STRATEGY
Know the financial and emotional signs it’s time to end your cruise—and how to maximize your resale and re-entry success.
THE SECURITY VS FREEDOM MINDSET
Why traditional financial advice doesn’t fit the cruising life—and how to balance today’s dreams with tomorrow’s needs.
KEY TAKEAWAYS AND ACTION PLAN
Define your next financial moves to bring your dream into reach, without overthinking every penny.
PLUS: A LIVE Q&A WITH CHRIS & KEITH (SV ZATARA)
Get real world experience from folks who have lived the lifestyle for over 8+ years and have educated hundreds of members to do the same!
AND, You’ll Get These Exclusive Bonuses
BONUS #1
Financial Framework Workbook
Use this during the workshop to build your personalized plan, step by step.
BONUS #2
Sample Budget Templates by Cruising Region
No more guessing—see real-world monthly estimates for popular cruising routes.
BONUS #3
Boat Loan Decision Workbook
Have a clear starting point—focused on the “why” and “what” behind key cruising decisions.
BONUS #4
Tax Considerations for Bluewater Cruisers
Plan your offshore setup, avoid nasty surprises, and keep things clean with the IRS.
BONUS #5
Insurance Essentials for Bluewater Cruisers
Avoid the 3 most expensive coverage mistakes cruisers make.
BONUS #6
72-Hour Replay Access
Can’t make it live? You’ll get access to the full session for 3 days to revisit or catch up.
BONUS #7
15-Minute Post-Workshop
Strategy Call
Want feedback on your plan? Book a short 1:1 call to review your numbers, timeline, and next steps. (Limited spots available.)
Freedom doesn’t happen by accident
It happens by planning smarter—and living it now.
Register Now
By checking this box, I consent to receive transactional messages related to my account, orders, or services I have requested. These messages may include appointment reminders, order confirmations, and account notifications among others.
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