A simple, guided planning process

From first idea through your return home - with expert support at every step.

Planning a trip doesn’t have to feel overwhelming.

My process is designed to remove the mental load, create clarity early, and guide you through each step — so you always know what’s happening, what’s coming next, and when decisions are needed.

How The Planning Process Works

Every trip follows a clear, guided process - so you always know what’s happening, what’s coming next, and what’s needed from you.

  • What this step is:
    You reach out to share what you’re thinking - whether it’s a fully formed idea or just a starting point.

    What you can expect:
    I review your inquiry to understand your goals, travel style, and general scope, and confirm whether I’m the right fit to support your trip.

  • What this step is:
    A focused conversation designed to create clarity and alignment.

    What you can expect:
    We’ll talk through your travel goals, preferences, comfort levels, timing, and expectations. I’ll explain how the planning process works and answer your questions so you can decide whether moving forward feels right.

  • What this step is:
    A clear recommendation based on your trip’s scope and complexity.

    What you can expect:
    After understanding the full picture, I’ll outline the level of planning support your trip requires and review the associated planning fee. You’ll have a clear understanding of next steps before deciding how to proceed.

  • What this step is:
    This is where we formally begin working together.

    What you can expect:
    Once you decide to move forward, you’ll review and sign a planning agreement that outlines how we’ll work together and what’s included in your planning scope. After that, you’ll complete a brief onboarding process so I can gather traveler details and preferences and begin designing your trip with everything aligned from the start.

  • What this step is:
    This is where your trip starts taking shape.

    What you can expect:
    I research, compare options, and design a curated proposal based on your goals. You’ll review, ask questions, and provide feedback before anything is booked.

  • What this step is:
    Turning the plan into confirmed reservations.

    What you can expect:
    I handle bookings for all components included in your itinerary, organize confirmations, and communicate important deadlines so nothing is missed.

  • What this step is:
    Making sure you feel confident and ready before you go.

    What you can expect:
    You’ll receive your trip materials, planning resources, and final check-ins to ensure everything is set well before departure.

  • What this step is:
    Ongoing support while your trip is underway.

    What you can expect:
    If questions or issues come up during your travels, I’m available to assist with troubleshooting, coordination, and advocacy as needed - so you’re not navigating challenges on your own and can focus on enjoying the experience.

What the Planning Timeline Looks Like

Every client receives a clear planning timeline so you always know what’s coming next - without needing to manage the details yourself.

A simplified illustration of a workflow or process map with arrows and circles leading to a flag indicating the end point.

A Clear Planning Roadmap

  • A high-level view of each planning phase

  • What decisions happen when

  • Key milestones from design to departure

A calendar with checked dates and a clock, indicating scheduling or planning.

Guidance on Timing & Next Steps

  • When proposals, revisions, and bookings happen

  • Payment and decision deadlines explained clearly

  • Gentle reminders so nothing slips through the cracks

Document with a globe icon and a checkmark in a circle.

Prepared Before You Go

  • Final review of plans and documents

  • Trip materials delivered in an organized format

  • Check-ins before departure

The level of detail and structure is tailored to the complexity of your trip - so you get exactly the support you need, without unnecessary overwhelm.

Ready to Talk through your trip?

Every trip is different, but the goal is always the same: to make planning feel clear, supported, and manageable from your first idea through your return home.

The next step is a discovery conversation where we’ll talk through your plans, answer questions, and make sure we’re a good fit to work together. There’s no pressure - just guidance and clarity.

Let's Get Started