travel reset master plan

A 90-Minute Private Strategy Session to Plan Your Travel Break With Clarity, Confidence, and Financial Reality

For the professional who’s done daydreaming and is ready to turn “I need a break” into a grounded travel reset plan. In one focused session, we’ll sort through your timeline, money, logistics, and next steps so you can stop spiraling and start planning.

WHO THIS IS FOR

This session is designed for professionals over 40 who are preparing for a meaningful travel break, whether that means a career break, sabbatical, remote-work chapter, extended trip, or possible full-time travel lifestyle.

It's for you if:

The decision is made, but the "how" is weighing you down. You’re moving fast, but the 9th-hour logistics (finances, house, mail, insurance) are creating a mental bottleneck.
You’re tired of the "someday" loop. You’ve been researching for a year, but you're stuck in 'research hell', falling down rabbit holes that cause more confusion than clarity. You need a financial floor that feels safe in the present without sacrificing your future.
You're having the "What do I do first?" struggle. You have the big vision, but you're overwhelmed by the moving parts. You want to make sure you avoid expensive mistakes.
You need an expert second opinion. You’ve built a plan, but you want to audit it with someone who has lived the lifestyle for 8+ years to ensure there are no expensive blind spots.

This isn't travel coaching.

It's lifestyle transition design.

WHAT WE DESIGN TOGETHER IN 90 MINUTES

If you’re looking for generic travel tips or dreamy “just go” inspiration, Pinterest has a whole sparkly rabbit hole waiting for you.

This session is for the professional who’s ready to move from thinking about a travel reset to actually planning one.

Whether your break is 18 months away or 6 weeks out, we’ll get the vital pieces out of your head and onto paper so you can stop circling the same questions and start seeing a realistic path forward.

Together, we’ll tackle the 3 pillars of a successful Travel Reset:

1️⃣ Your Financial Floor

Before you make a major life decision, you need to know what feels financially safe.

We’ll look at what your Travel Reset could realistically cost, what you may need saved, what kind of cushion would help you feel secure, and what timeline makes sense for your actual life.

This is where we turn “Can I afford this?” into clearer numbers and a more grounded decision.

Goal: You gain clarity knowing exactly what your "safe-to-launch" number is

2️⃣ Your Reset Exit Sequence

A Travel Reset involves more than booking a flight.

We’ll map the key logistics you need to handle before you go, including work, housing, belongings, insurance, healthcare, mail, banking, documents, safety, and the other adult-life details that tend to swarm your brain at 2 a.m.

You’ll leave knowing what needs to happen next, what can wait, and what deserves your attention first.

Goal: You know the logistics to handle, and what to tackle now versus later.

3️⃣ Your First 90 Days Of Travel

The beginning of your Travel Reset matters.

We’ll talk through how to design your first stretch of travel so it feels supportive, sustainable, and aligned with why you’re taking this break in the first place.

That includes your pace, comfort level, destinations, routines, emotional support, and how to avoid turning your reset into a frantic vacation with better luggage.

Goal: You understand what it takes to sustain the lifestyle.

WHAT PEOPLE ARE SAYING:

“I felt like Heather really got me… now I feel I can meet a dream of mine… Heather has given me the tools to begin making it happen.

Nancy R


Heather provided a lot of helpful details… explained the information in a very understandable way… added to my knowledge base and was much appreciated.”

Karen G.


“…I was overwhelmed with the logistics… this provided all the info I needed and helped me shift my mindset. I have a solid plan and the confidence to make it happen.”

Rae Maffeo


DOES THIS SOUND LIKE YOU?

This session is specifically designed for professionals who find themselves in one of these three spots:

The "I’m ready, but I’m overwhelmed" Phase: You’ve made the decision to go, but as the date gets closer, the "to-do" list is paralyzing. You need a second pair of expert eyes to audit your plan, close the blind spots, and tell you what to prioritize first.
The "Tired of the 12-Month Loop" Phase: You’ve been saying "maybe next year" for three years. You have the desire, but you haven't anchored the plan to a real calendar. You need to turn your vague window into a concrete launch strategy.
The "I Need a Roadmap" Phase: You’re ready for a change, but you’re worried about the things you don't know you don't know. You want a structured plan that ensures you handle the house, the taxes, and the move in the most efficient way possible.

REAL-LIFE EXPERIENCE. NOT JUST THEORY

Logistics are important, but they aren't the only things that keep you up at night. You’re probably wondering:

"What if I get lonely or bored after the first three months?"

"How do I actually make friends and find community at this stage of my life?"

"What happens when the 'novelty' of travel wears off?"

In our 90 minutes together, you aren't just getting a roadmap; you’re getting 8+ years of full-time travel experience. I’ve navigated the emotional lows, the social shifts, and the "what now?" moments in 40+ countries. I’ll help you build the emotional resilience and social strategies you need to thrive on the road.

WHAT YOU WALK AWAY WITH

A Defined Launch Window: No more "sometime next year." We’ll pick a target that actually works with your life, or confirm that the one you already chose is right for you.
A Clear Financial Target: A number tied to a timeline, so your savings have a purpose. Or, if you already put this together, we'll confirm that you've based the numbers around the right assumptions.
A 90-Day Execution Checklist: The exact steps you need to take to transition out of your current life without the chaos.
The "Human" Strategy: We’ll address the "What-Ifs" that spreadsheets can’t answer, like how to navigate loneliness, find your community on the road, and ensure your new lifestyle is fulfilling, not just a "long vacation."

At the end of this session you'll know exactly what needs to happen next. Some clients implement this independently. Others decide they want structured support during execution.

You’ll decide what's best for you. 

A WORD FROM YOUR STRATEGIST

heather markel, cpc, TEDx Speaker, best-selling author

I’m Heather Markel. After a 25-year corporate career, I realized that "waiting for retirement to live my life" was a losing game. I left my job in 2018 and I've been traveling full-time ever since.

I’ve lived in 40+ countries and navigated every logistical hurdle you’re currently worried about. I don't teach "vacation planning"; I teach lifestyle redesign. I help professionals transition to global living in a way that's financially responsible and emotionally sustainable.





Ready to quiet the noise and lock in your roadmap?

The Travel Reset Master Plan Session

90 Minutes | 1-on-1 Strategy | Concrete Results

Investment: $500

90-Minute Private Strategy Session

Includes:

Pre-session intake form
90-minute live session via Zoom.
Personalized Master Plan summary.
7 days of follow-up email support

Limited availability each month

MORE FROM HEATHER'S CLIENTS

Heather centered me and helped me understand what to tackle first and then next. Importantly, she gave me first-hand experience in having done something similar and offered tons of resources and tips for staying organized, protected, and motivated for this exciting new chapter in my life…

Liza C.

SAS For Women

Heather understands the nuances of traveling and living well while doing it and she is willing to take you along for the planning journey so you can, too...working with Heather I was proud at how far my mindset and knowledge had progressed, and knowing that I had developed my own practical plan to actually break away from a dead-end situation and go see the world while I still had the good health and lifespan to do so.

Matt Noel


FREQUENTLY ASKED QUESTIONS

I need help with a topic not mentioned. Can we discuss that on our call?

The intention of the call is to help you address the core questions and hurdles in the way of you starting your lifestyle. So, yes, if it's within Heather's expertise to discuss other topics, you can absolutely discuss them with her! Make sure you write these down on your pre-call intake form. 

Examples of other topics Heather has helped clients with: how to find accommodation, how to plan where to go next, managing loneliness and boredom, solo female traveling, full-time travel safety, "what do I do if..." questions, ways to save money while traveling, and more!

What if I only need help in one or two of the categories mentioned?

It's your call. If you prefer to spend all or most of our time focusing in on only one or two areas, that's fine!

Do you offer ongoing support?

This session comes with 7 days of email support so you can ask any follow-up questions you have related to our session. If you need more support, let Heather know!

I’m still 12–18 months away from leaving. Is it too early for this?

Actually, this is the ideal time. The earlier you define your Financial Floor and your Launch Window, the more purposeful your saving and planning become. It’s much easier to adjust a roadmap a year out than it is to fix a major logistical mistake three weeks before you leave.

What do I need to have prepared before our session?

You don’t need a polished spreadsheet or a final itinerary. When you book, you'll complete a brief "Pre-Session Intake" form. This helps you gather the basic numbers and questions so we can hit the ground running the moment our 90 minutes start.

I’m not quitting my job, I’m going remote. Is this for me?

Absolutely. Transitioning to a "Digital Nomad" lifestyle as a professional comes with its own set of logistical hurdles. We will tailor your roadmap to fit your specific career path.

What if I’m traveling with a partner or family?

You're welcome to have your partner join the session. In fact, it’s often helpful to get both people on the same page regarding the budget and timeline to avoid friction later on.

Will you tell me where I should go?

While I can certainly give recommendations based on your budget and interests, this isn't a "travel agency" session. We're focused on the infrastructure of your life; how to get out the door safely and how to stay on the road sustainably.

What if I realize during the session that I’m not ready?

That is a successful outcome. It’s much better to realize you need six more months of savings or a different housing strategy while you're still at home, rather than finding out when you’re halfway across the world. We’ll find the "truth" of your timeline so you can move with confidence.

READY TO BUILD YOUR MASTER PLAN?

If you're preparing for a Travel Reset (sabbatical, career break, adult gap year, etc.) this is the perfect next step.

Limited number of sessions each month.

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