How the Process Works

STEP 1–CONSULTATION: First we will schedule a free initial call to learn more about you and your travel style and goals. This is a chance for you to tell me about your budget and provide information about your travel companions.

Plan to talk about the best and worst travel experiences you’ve had, what kind of hotels you enjoy and why, what activities you enjoy, how you would describe your travel “pace,” your goals for your upcoming trip, and more.

STEP 2–QUESTIONNAIRE: If we find we are a good fit, I will send you a questionnaire to collect information such as passport information, credit card numbers, preferred membership programs, etc. The “plan-to-go” fee is due at this time.

STEP 3–PLANNING: Let the planning begin!  Together we will decide upon an outline of your trip. Then, based on what I’ve learned from our consultation, I will draw on my partnerships within the travel industry to piece together the best accommodations, transportation, activities, sightseeing, experiences, etc. to build your ideal trip.

STEP 4–REFINE AND BOOK: We will review the itinerary together, preferably in person, to ensure everything is to your liking. Once that is achieved, I will confirm all necessary bookings, including any deposits or payments due to . The “trip planning fee” is due at this time.

STEP 5–TRAVEL DOCUMENTS: Approximately 3 weeks before your departure, you will receive electronic versions of your final itinerary with all the information necessary for your trip (confirmation numbers, contact information, destination information, etc).

STEP 6–FEEDBACK: Upon your return, I will contact you so that you can share what you loved and what you didn’t about your trip. This is a key step as it provides me with vital feedback on our travel partners—and helps me gather information to make your next trip even better!

Please note that my travel planning recommendations are always based on what I believe will be the best fit for you. Your satisfaction with your trip—and with the travel planning experience—is my ultimate goal. I rely on your referrals for the continued growth and success of my business.

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