Client Welcome Guide
How I Work

Your Travel Planning Partner

Planning travel should feel exciting, not overwhelming. When you work with me, you’ll have a dedicated partner who handles the details so you can focus on the fun. From our first conversation to the moment you return home, I’ll guide you through a clear, stress-free process and provide support every step of the way. You can read my How I Work Guide below (or download here) to see what to expect — including how we’ll communicate, the steps in planning, and how I’ll support you before, during, and after your trip.


A Note about Planning Fees: I do not charge a fee for the majority of trips.  For certain types of trips — like complex itineraries, international adventures, or highly customized journeys — a professional planning fee may apply. I’ll always let you know after our initial consultation if that’s the case, so there are never any surprises. Planning fees start at $250 per trip.

The Planning Process

Step 1: Connect & Discover
We’ll begin with a conversation — by phone, video, or email — so I can get to know you, your travel style, and your goals. I’ll ask the right questions about your preferences, must-sees, and budget to make sure your trip is tailored just for you.

Step 2: Research & Design
I’ll use your wish list as my guide and dive into researching the best options. From flights and accommodations to tours and extras, I’ll curate a customized proposal using my knowledge, experience, and trusted travel partners.

Step 3: Review & Refine
You’ll review the proposal, and together we’ll fine-tune it until it’s exactly what you’re looking for. This collaborative step ensures your trip feels both exciting and worry-free.

Step 4: Book & Confirm
Once you approve the plan, I’ll handle all the bookings and send you a confirmation packet with every detail organized in one place — flights, hotels, transfers, excursions, and insider tips.

Step 5: Travel with Confidence
Before you leave, I’ll send a final travel email with confirmations, reminders, and helpful advice. While you’re traveling, I’ll be available if you need support, so you can relax knowing someone has your back.

Communication & Expectations

  • Email First: I work primarily by email for non-urgent items. This creates a clear written record of our conversations and helps me keep every detail organized.

  • Response Time: I reply to emails and messages within 1–2 business days. If something comes up while you’re traveling, I’ll prioritize urgent needs right away.

  • Final Trip Details: About 7–10 days before departure, I’ll send a detailed “final trip details” email with a full rundown of your itinerary, confirmations, and helpful tips.

  • Online Itinerary Access: Once your trip is booked, you’ll have access to a personalized online itinerary itinerary— a convenient place where you can review your plans anytime, anywhere.

  • Final Payments: I’ll keep track of supplier deadlines and send you a reminder about 2 weeks before your final payment is due. A few days before the deadline, I’ll reach out to collect payment details. Please note that final payment dates vary depending on the trip type and supplier.

  • Emergency Contact: A few days before departure, I’ll share my direct phone number and emergency contact details so you’ll have 24/7 support while you’re away.

  • Appointments: If you prefer to talk face-to-face, I reserve time on my calendar for non-urgent phone or video calls. You can schedule a time here!

  • Office Hours: 9 am – 6 pm CT, Monday–Friday. Messages received outside these hours will be answered the next business day.

  • Updates You Can Expect: I’ll check in with you at key points — after our first consultation, when your proposal is ready, once your bookings are confirmed, and again before your departure.

  • Ongoing Support: Even after booking, I’ll keep an eye on your reservations and alert you if there are important changes.

My Promise to You
  • I’ll treat your vacation as if it were my own.

  • I’ll handle the logistics so you can focus on enjoying the experience.

  • I’ll be your advocate before, during, and after your trip.

My goal is simple: for you to relax, enjoy, and create unforgettable memories — while I take care of the details.