Our Planning Process Roadmap

01. GET IN TOUCH

Tell us about your next adventure by filling out our inquiry form, then use the calendar link on the same page to lock in a time to connect. This complimentary discovery call is where we’ll dive into your unique travel style and goals to start crafting your itinerary.

02. FEE PAYMENT & AGREEMENT

Once you decide to move forward, we’ll formalize our partnership by signing a client agreement and processing the planning fee invoice. This officially locks in your spot on our calendar so design work can begin.

03. DESTINATION DISCOVERY (IF NEEDED)

If you are deciding between a few different locations, we’ll start here. We will provide a high-level comparison of your top choices—analyzing factors like seasonality, travel logistics, and overall vibe—to help you confidently narrow it down to the perfect destination.

04. HOTEL SELECTIONS & PROPOSAL

Within 4–5 business days of settling on your destination, you’ll receive a custom proposal featuring curated accommodation options tailored entirely to your preferences. To ensure the foundation is exactly right, this phase includes one comprehensive round of revisions.

05. ACTIVITIES & EXPERIENCES

After your approval of the stay options, I’ll craft a selection of unique activities, dining, and experiences—delivered within another 4–5 business days.

06. FINAL ITINERARY & TRAVEL PREP

Two weeks after you’ve confirmed hotels and activities, I’ll deliver your detailed, day-by-day digital itinerary. This phase includes one round of comprehensive revisions. Then, 1–2 weeks before your trip, I’ll reach out with last-minute travel tips and special recommendations—and we can hop on a pre-departure call if desired—to ensure your preparation is entirely effortless.

07. SUPPORT & UPDATES

I'm your travel partner every step of the way—available for questions, last-minute changes, or extra advice, even while you're on the road.

08. WELCOME HOME SURVEY

Our relationship doesn't end when your flight lands. Once you’ve settled back in, we’ll send a brief post-trip survey to hear all about your favorite highlights and feedback. Your insights help us continually elevate our curation and ensure your next journey is even more exceptional.

People swimming and relaxing in an outdoor pool near the ocean, with a view of waves and a foggy sky in the background.
Close-up of the ancient Roman Colosseum showing its arches and stone structure against a pale sky.
A lighthouse on a grassy hill with a rocky shoreline and ocean waves in the foreground.

For most trips, planning takes about 4–6 weeks, depending on complexity. Group and longer itineraries might take a bit more time but I’ll always keep you updated throughout.

Frequently Asked Questions

A historical stone archway overlooking a cityscape with buildings, trees, and a distant view of the sea, with blue sky overhead.