Travel Planning Process

A Few Words About​

My Process & Planning Your Travel

Dreaming of and planning a vacation is exciting! It can also be complex. The Six WsWhere, Why, What, When, Who, With may all come into play when determining your next trip. If you’ve landed on this page, I’m sure you have questions not only about the Where, What, and When, but also the Who, With, and Why (as in, Who I am planning my trip With and Why.)

As a professional travel advisor with over 20 years of experience, I feel it’s important to learn more about your trip inquiry and get to know you better so that I can determine if I’m able to be of service to you designing and arranging your journey. I’ve found the best way to do this is by starting with some questions to learn more about your request, your travel style, needs, and preferences.

Amy - Mexico - Secrets Moxche - Cenote

My Process is Focused on You!

  • 1

    Submit the "Plan Your Adventure" Trip Design Form

    Start the process by providing details about your trip request.

    Pro Tip: make sure you take time to provide as much detail as possible. The more I know, the better to plan the right vacation for you.

  • 2

    Complimentary Discovery Call Scheduled

    Upon reviewing your completed form, if your trip request is a good fit, I will contact you to schedule a complimentary discovery call to really narrow in on the specifics.

  • 3

    Travel Research and Design Agreement

    After the discovery call, if all systems are a go, I will send you an email recapping our discussion and a summary of your travel request, along with my travel research and design service fee agreement.

    *In some cases, if your trip request is straightforward and I have a clear picture of what your travel vision is from the answers provided on the form, a discovery call may not be needed. In that case, I will send an email to you with my travel research and planning fee agreement.

  • 4

    Trip Planning, Proposal and Payment

    I get to work researching and curating your vacation plans. I’ll send a proposal for your review. There may be some questions or modifications along the way, and in those cases I’ll be in communication with you before sending the proposal. After you have reviewed and any necessary changes are made, a deposit will be required to confirm your travel plans. Specifics regarding payments, terms/conditions will be provided with your proposal.

  • 5

    Travel Advisor Service and Support

    Your trip is booked with payment. Is that it? Not at all. I will be there every step of the way to answer questions and provide support until your travel is completed. You’ll receive your final travel itinerary or documents prior to departure. Depending on the type of trip, and level of service that you would like included, you may also receive your itinerary in a travel app for ready reference both before and during travel.

  • 6

    Welcome Home!

    I can’t wait to hear about your trip and maybe even see some photos of you enjoying your journey!

Are you ready for a vacation?

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