New Travel Client Questionnaire

Answer a few quick questions so I can design a trip that fits your family, your budget, and your travel style—without the stress.

This form usually takes 3–5 minutes. The more detail you share, the better I can prepare options before our call. You will be redirected to book a free 10-15 minute phone consultation after completing this form.

Tell Me About Your Next Trip

There are no wrong answers. This just helps me recommend options that feel right for your family.

First Name *

Last Name *

Phone *

Email *

TRIP BASICS

Do you have a destination in mind? If so, where? *

e.g., Disney World, Caribbean, Europe, Not sure yet

What travel dates are you considering? If flexible, what month or season? *

e.g., June 2027, summer, when the weather is best

WHO WILL BE TRAVELING?

Number of adults *

1
2
3
4
Other
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Number of children *

1
2
3
4
Other
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Age of children at time of travel *

e.g., 4 and 7

TRIP/TRAVEL STYLE

What type of trip are you leaning toward? *

All-inclusive resort

Cruise

Theme Parks

Multi-destination

Not sure yet / open to ideas

Other (explain below)

Other:

What are the top 2-3 things that would make this vacation feel like a win for your family?

For example: kid-friendly activities, relaxation, easy logistics, great food, walkable resort, separate sleeping areas, accessible accommodations?

Anything else I should know before our call?

Autism / sensory needs

Mobility considerations (stroller, walker, wheelchair ,etc.)

First time traveling with kids

Celebration Trip

Other (explain below)

Other:

BUDGET

Approximate budget range (per person or total) *

$3-5k

$5-8k

$8-12k

$12k+

Per person or total? What should this budget include? *

e.g., per person vs total, what does it include? Flights, hotel, transfers, excursions, rental cars, etc.

EXPERIENCE

Have you worked with a travel advisor before? *

Yes

No

What usually stresses you out the most about planning family travel?

For example: choosing the right destination, juggling schedules, hidden costs, logistics, planning activities, something else...

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