how it works


Plan your trip questionnaire

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. PLAN YOUR TRIP

Consult Call

I'll send over my calendar and you pick a time that works for you. 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

After we chat, I'll send over your invoice. Planning will start as soon as payment is received. Wondering why there is a fee? Pop on over to FAQ for explanation

Planning + proposal

Once the fee is complete, I get to work planning The average time for turn around on the first proposal is few days to a week, depending on the nature of the trip, timing, and availability. Once I have a proposal ready, I'll send it over to you to review (here's a sample of what that looks like). You send me your feedback and I'll make changes if needed.


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


You’ll get vouchers and details for all of the bookings by 30 days before your trip. Within 30 days of travel, they’ll be sent to you as soon as possible. They’ll be added to your itinerary , 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


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 your fav pics on Instagram, tagged #bynorthandleisure ;)

Ready to get started?