the planning process

Step 1: Let’s Connect

Thank you for considering me to help plan your upcoming trip. To get an initial feel for your travel goals, I ask clients to complete this brief travel planning questionnaire. I always aim to respond within 24 hours.

Step 2: Getting to Know You

Using the information shared in the questionnaire as a starting point, I like to connect live (or by email if you prefer) to dig into more details including your travel style, trip must-haves and must-nots, special requests and accommodation preferences. At this point, I’ll provide you with a trip-planning recommendation and associated planning fees.

Step 3: Trip Design

Within 1 week, I’ll provide you with up to 5 properties for review. If you have selected a partial or full itinerary service, I’ll deliver a draft within 2-3 weeks after your non-refundable planning fee is received. We will review together via Zoom and discuss any changes or additional requests.

Step 4: Booking

Once you have selected a property or approved the itinerary, I begin booking your accommodations and/or activities, ground transportation etc. I’ll collect your payment information at this time.

STEP 5: PRe-DEPARTURE

I’ll reconfirm your bookings and keep you in the loop on any updates and reminders leading up to your departure. You’ll also have access to all the details of your itinerary via app or web.

Step 6: SAFE travels!

It’s time to sit back, relax, and enjoy your trip! I’ll live vicariously through you so please send me pictures or tag me on your socials.

STEP 7: Welcome home

I’d love to hear more about your trip and what bucket list destination we’ll plan next!