The Planning Fee

More value. Made visible. So you can charge a higher fee.

You can charge for planning, or charge more, when you can show the value of your service. The fit alignment report gives them the analysis for their trip, clarity on the trade-offs, and the preparation and care behind your recommendation.

Most useful when you want to charge for planning, or charge more for it.

The planning service

Evaluation, judgment and care. Made tangible.

When the fit alignment report is included in the planning fee, more of your expertise is visible to the client. The depth of research. The care and consideration behind the preparation. The planning fee comes with more clarity and a more valuable, distinctive planning experience.

01

Your clients can see the independent third-party fit analysis and the guest-reported evidence behind the recommendation.

02

The evaluation, judgment, and preparation behind the recommendation are easier for clients to recognize and easier to value.

03

Your clients leave with a clearer sense of what your planning service actually includes.

Gain revenue and margin

A new revenue stream that increases profits

The fit alignment report provides higher value for the client while creating an additional revenue stream inside the engagement. The advisor passes on the cost of the analysis and adds margin on top of it, so the engagement becomes more profitable instead of more expensive to deliver.

01

The fit alignment report adds something new to charge for, not just another costly fee to absorb.

02

The cost of the analysis can be passed on to the client because the value is visible.

03

Margin on the report makes the engagement more profitable.

04

The same report strengthens and differentiates your services while producing profitable revenue.

In your practice

When to include a fit analysis

The clarity that earns their trust. Every client will notice when it's there.

You already charge a planning fee and want more substance behind it.

You want to raise the fee without making the process feel thinner than the price.

You are starting to charge for planning and want the fit alignment report to be part of what your clients receive.

You want your clients to leave with more clarity than a hotel recommendation alone.

This also shows up as

Higher-value engagements

A planning fee holds when the work is a step up from what you already have a history with.

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When the planning fee needs more behind it

See the kind of report that can make a planning fee feel more grounded and more complete.

What's in the report

See the parts of the report that make the planning work visible to the client.

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Try it on a real brief

See the early-access offer if you want to test whether this belongs in your process.

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How the analysis works

The methodology is what keeps this from feeling cosmetic or thin.

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Early access

Get your first fit analysis report.
No Cost.
No obligation.

We're in private beta. One call to understand how you work. One full analysis on a real upcoming brief at no cost. A follow-up conversation after to hear what was useful and what wasn't. No commitment beyond that.

What's included
  1. 01
    A 15-minute call.
    We learn how you work and where the gaps are.
  2. 02
    One full fit alignment analysis on a real client brief, at no cost.
    You bring the real upcoming trip. We deliver the report.
  3. 03
    A follow-up conversation.
    Quick valuable feedback: What worked, what didn't, what's missing.
See a sample report. A real, redacted fit alignment analysis.