The Planning Process
01
Get In Touch
First, schedule a complimentary Discovery Call.
Once you've selected your meeting time, you’ll get an email with a link to set up a time to chat.
This discussion helps us get to know you and your travel party a little better and more personally, informing each of my recommendations and suggestions for you.
If your trip requires a planning fee, you’ll be notified here and you’ll get an invoice to pay that before the next steps.
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Why do we charge a planning fee? CLICK HERE for more information.
02
Choose Your Own Adventure
Based on our discovery call, we will work with our travel partners to build a proposal that I believe will be a great fit for you.
This proposal will include reasons why we have chosen certain properties or activities and offer ways in which it can be tailored to your specifications.
03
Confirm It
Once you've approved the proposal, Compass & Sage will begin confirming all components of your vacation.
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We will send over reservation confirmations (for you to review) and an invoice that's easy to read and requires your approval (including payment).
04
Building Your Trip
Between booking your trip and your departure date, we will be working on your trip management, with final payments, detailed itinerary planning and more.
During this time, we will contact you for questions about your preferences and about payment reminders and decision deadlines.
05
Get Out Of Town!
It's time to go!
You will receive a detailed day-by-day itinerary with all booking confirmations and vouchers (excursions/activities).
We can arrange a pre-departure call to review all of your logistics and answer any questions.
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While on your vacation, you will have 24/7 access to Compass & Sage.