Ready to start planning?
Planning a trip usually starts in one of three places. You might be gathering ideas. You might be looking at travel within the next 6 to 12 months. Or you might be ready to move forward and secure your plans with a deposit. Wherever you are, I will meet you there and help you take the next step in a way that feels organized and manageable.
What phase of planning are you in?
In the Early Planning Stage
If you’re in the early planning stage, this is when most clients contact me.
You don’t need every detail yet, but having a general direction helps narrow options quickly.
Just Getting Started
If you are in the early planning stage, this is the time to get clear on priorities. You do not need every detail yet, but having a general direction helps narrow options quickly.
Things to think about:
• Who is traveling and their ages
• Preferred travel season or possible date ranges
• Destination ideas or types of trips you are considering
• A realistic budget range, even if it is broad
• Whether everyone in your party has a valid passport, if traveling internationally
Helpful questions to consider:
• What type of experience fits us best right now?
• What destinations align with our budget?
• How far in advance should we realistically plan?
• Will our plans change before our travel date?
Planning 6-12 Months Out
If your trip is within the next 6 to 12 months, this is when we begin looking at real numbers and availability. The more specific you can be, the more accurate your options will be.
What you should have ready:
• Confirmed travel dates or a firm date range
• Full legal names of travelers as they appear on identification
• A clear budget range you are comfortable spending
• Destination preferences narrowed down
• An understanding of deposit expectations
Important considerations:
• Passport expiration dates for international travel
• School or work schedules that may affect flexibility
• Payment timelines and cancellation policies
Ready to Book
If you are prepared to move forward, this stage focuses on final details and securing your plans. Travel pricing and availability are not guaranteed until secured with suppliers.
Before booking, you should be ready to:
• Confirm total trip cost
• Submit required traveler information
• Place a deposit within the supplier’s timeline
• Review payment schedules and cancellation terms
• Consider travel protection options
Helpful reminders:
• International travel requires a valid passports that meet entry requirements with an expiration date at least 6 months after the return date of travel
• Cruise lines and airlines may require specific documentation
• Delays in submitting information can affect availability







