Free Guides


Plan smarter, for free

Checklists, planners and worksheets I use with my own clients.


Brochure titled “Cruise Budget Planner & Hidden Fees” with blue section headings on a white page

Cruise

Cruise Budget Planner

Your cruise fare isn't your only cruise price. Add up taxes, tips, drinks and the extras most people forget, before you book.

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Tilted webpage about job creation, with blue headline and pastel info boxes on a white background

Planning

Cruise or All Inclusive Quiz

Can't decide between a cruise and an all-inclusive resort? Answer 8 quick questions to find the Caribbean vacation that fits your style.

Take the Quiz
Wine season tasting checklist document on a soft pink background, with blue headings and bullet points.

cruise

Wave Season Booking Checklist

Wave season is when cruise lines roll out their best perks. Know what to have ready, what to compare and what to ask before you book.

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Blue-and-white medical flyer titled “First Time Cruise Checklist” on a pink background.

Cruise

First Time Cruiser Checklist

Planning your first cruise? Here's everything to do from the day you book to the day you sail, so nothing gets missed.

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Embarkation Day checklist document on a white page with blue header and bullet points, tilted on a pink background

Cruise

Embarkation Day Checklist

What to pack in your carry-on, what to do at the terminal and what to do first once you're on board, so your cruise starts stress free.

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Cabin Picker web page with a blue header and a list of options on a tilted white page

Cruise

Cabin Picker Worksheet

Compare inside, ocean view, balcony & suite cabins, plus tips on what part of the ship to book.

Get the free worksheet
Webpage titled “Drink Package Calculator” with a white background and blue header, slightly tilted.

Cruise

Drink Package Calculator

Add up what you'd really drink in a day, include the service charge, and see if a cruise drink package saves you money or not.

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Tilted document page titled “The Caribbean, Month by Month” with a blue header and text blocks on white paper.

Caribbean

Caribbean Month-by-Month

When to go for the best weather, the lowest prices and the smallest crowds, with what to expect every month of the year.

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Hurricane season prep checklist flyer on a light pink background, tilted slightly

Caribbean

Hurricane Season Travel Checklist

Traveling to the Caribbean between June & November? What to do when you book & the week before you go.

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Weekly shopping trip planner worksheet on a white page with blue headings and checklist lines

Caribbean

Island Hopping Trip Planner

Want to see more than one island? Plan your route, flights, ferries and nights on each island, all in one place.

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Tilted flyer titled “Snowed Day Checklist” on a light pink background with blue headings and bullet points

Caribbean

Snorkel Day Checklist

Pack smart for a day on the reef, with what to bring, how to stay safe int he water, and how to protect the coral.

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Family Crisis Checklist pamphlet on a light pink background, with a white cover and blue title text

Family

Family Cruise Checklist

Cruising with kids? What to book, the documents kids need, what to pack and what to do once you're on board.

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Angled view of a white family benefits checklist page with blue headings on a pink background

Family

Family Resort Checklist

Kids' clubs, family suites, calm beaches & the questions to ask before you book, so you pick a resort that works for the whole family.

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White family vacation planning checklist on a pink background, slightly tilted on screen.

Family

Family Vacation Planning Timeline

From booking around school breaks to packing carry-ons, here's what to do & when, so nothing sneaks up on you.

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A tilted pamphlet titled “Travel Day with Kids” on a pale pink background, with blue headings and text blocks

Family

Travel Day with Kids Checklist

What to pack in each kid's carry-on, how to get through security with formula & strollers & tricks for a calmer flight from takeoff to landing.

Get the free checklist