ANTHOLOGY PORTFOLIO PLANNING
(TRAVEL PORTFOLIO PLANNING )
RATES START AT $2,500 ANNUALLY
Working with a travel professional on designing a portfolio of travel experiences can help you move items from a perpetual “bucket list” and turn them into reality.
Portfolio planning is a collaborative process – it begins with a consultation where we discover what you dream of experiencing. Destinations and passions are equally important to me; the ideal trip combines both a place you’ve dreamt of seeing and experiences that drive you.
After our consultation session, you’ll receive a personalized proposal detailing which destinations and experiences resonate across all members of your travel family, recommendations on the best time of year to take those trips, and estimated costs you can factor into your financial planning.
For most destinations, I’ll partner with a trusted destination specialist to prepare the optimal experience for you. Here’s where it gets radical: if you have items in your portfolio that I think would be better served by a different travel advisor altogether, I’ll work in tandem with them to ensure you’re getting the best advice possible.
In addition, Portfolio clients have access to unlimited bespoke travel planning, itinerary consulting, and VIP hotel booking services.
Sounds like what you’re looking for? Get in touch to set up a time to talk. Initial phone sessions are always complimentary.
But wait, there’s more …
(Itinerary-only Planning & Review)
Consulting rates are $100/hour
You love planning travel yourself, but want a seasoned eye to review what you’ve pulled together? No problem…I’m always happy to give expert advice on your plans.
Rates start at $150/Travel Day
Travel is an amazing way to connect with friends and family; planning travel for your friends and family, however, can be a good way to fray relationships. Enlisting the help of a travel professional to plan a group travel experience will remove the burdens and enable you to just enjoy.
Birthdays, honeymoons, anniversaries, graduations – milestones like these deserve to be celebrated with unforgettable experiences.
RATES UPON CONSULTATION
Fundraising events, corporate retreats, room blocks for weddings…just a few of the non-leisure events I work on. Let me leverage partnerships and buying power to negotiate optimal rates for your room blocks and ensure your group has everything they need to focus on the matter at hand.
I’m proud to be affiliated with Virtuoso, the world’s leading luxury travel consortium. As part of my partnership with Virtuoso, I have personal relationships with hotels, resorts, and tour operators across the globe.
VIP amenities and benefits available can include:
Early check-in/late checkout
Personalized welcome amenity
Credit you can apply to your food & beverage or spa bill
Prefer to do your own planning, but want to take advantage of my partnerships for your hotel? No problem – I’m always happy to take care of hotel-only bookings without a fee if you know exactly what you want.