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 any associated non-refundable trip design fees.

Step 3: Trip Design

After the trip design fee is received, I get to work! For partial and full itinerary services, the typical turnaround time for your initial itinerary proposal is within 2-3 weeks of our meeting. At that point, you’ll have an opportunity to review and provide feedback and then I go back to work to make it perfect. Note, both of these services include two rounds of revisions. For complimentary hotel bookings, the turn-around time is usually within a week.

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!