Here it is, step by step


  • Fill out the plan your trip form

    Some of the questions are to get the trip basics, and some are more detailed, designed to help me get to know you. Fill it out and be as detailed as possible. There’s space to send add more comments in there, don’t be shy, the more I know, the better.

  • Consult call

    After you hit submit, you’ll be taken to my scheduling page to choose a time for a our initial consult. This will be a quick call where we get to know one another. I will have reviewed the information you sent over, and may have some extra questions for you at this time.

  • Planning fee

    Next you’ll receive the invoice for my planning fee. Please note that I don’t move forward on your trip until the fee is received. The sooner it’s paid, the sooner I can get to working on your trip.

  • Planning process

    Once the planning fee is paid, I get to work on putting together your trip proposal. The average time for turn around on the first proposal is 2 days to a week, depending on the nature of the trip, timing, and availability. I will be in touch if there are any additional questions along the way.

  • Proposal review

    I’ll send over your itinerary link for you to review. Go over everything and give me your feedback. If any revisions necessary, I’ll get back to the planning process and work on those changes, and send your updated itinerary as soon as it’s ready.

  • Booking

    Love the itinerary? Then it’s time to book, I’ll send you your invoice via email. Standard payment policy is a 25% payment at booking, with balance due 60 days out. If a different policy applies, you’ll know in advance, all payment terms are included on each itinerary. It’s best to complete your deposit as soon as possible, as no services or accommodations are held until payment received. All itineraries are subject to availability, which means if you love it, you should lock it in.

  • Documents

    You’ll get vouchers and details for all of the bookings by 30 days before your trip. If you are booking within 30 days of travel, they’ll be sent to you as soon as possible. They’ll be added to your itinerary link, and you’ll be able to download everything you need directly from there. You’ll also be able to download the mobile app for your itinerary, to access everything on the go.

  • Travel

    You take your vacay and relax! The mobile app has a messaging feature, so you can reach me if needed along the way. This is also a great time to share some pics on Instagram, tagged with #bynorthandleisure for the chance to win some goodies!