Retreat Planning Consultancy
Make sure your retreat works financially before you commit.
A gorgeous venue, lovely food and a full itinerary can still leave you with very little profit.
I help founders pressure-test the numbers, shape a financially viable retreat package and make better commercial decisions before they commit thousands to venues, suppliers and deposits.
Whether you need one quick answer, a proper review of the numbers, or deeper strategic support, you can start at the level that makes sense for you.
You’ve already decided you want to host a retreat.
You’ve got a Pinterest board full of beautiful villas.
You can envisage the energy in the room, the kind of conversations that only seem to happen when people step away from their day-to-day lives.
You know you’d be completely in your element delivering it, holding that space, leading those moments.
But when it comes to actually bringing it to life, things start to feel a little less clear.
That underlying sense of “I’m not quite sure what comes first here.”
- Do you secure the venue before you know people will book?
- How do you land on a price that feels both aligned and commercially sound?
- What legal aspects do you need in place to host a retreat in the UK or EU?
You don’t need another opinion. You need to know if the numbers stack up.
By the time most people come to me, the retreat is already starting to feel real.
You may have:
- shortlisted venues
- started gathering quotes
- chosen your guest numbers
- worked out roughly what you think you could charge
- started thinking about food, workshops and suppliers
- fallen slightly in love with somewhere beautiful
That is exactly the point where it pays to stop and ask:
Is this actually financially viable?
Because retreat economics are unforgiving.
A venue that looks reasonable at first glance can swallow your margin.
One or two unsold rooms can completely change the picture.
And “sold out” does not automatically mean “profitable”.
My job is to help you see that before you commit.
As Seen In:
Choose the level of support you need
I have one specific question
Retreat Brain Pick; €125
30 focused minutes with me.
Best for one clear question you want an experienced retreat strategist’s opinion on.
I’m gathering quotes and need to know whether the retreat works financially before I pay
Retreat Profit & Viability Audit; €350
90 minutes to pressure-test the pricing, costs, venue and overall commercial model before you commit.
Includes my Retreat Profit Calculator.
I need deeper help shaping the retreat
Bespoke Retreat Strategy
For established founders who need more than a financial review.
Deeper strategy, planning, compliance and selected on-site project support are scoped individually.
You already know how to run your business.
You don’t need me to teach you that.
The founders I most enjoy working with are usually already good at what they do.
You have expertise.
You have clients or an audience.
You understand your market.
What you may not know is whether a retreat involving accommodation, food, suppliers, guest payments, room categories, deposits and travel services behaves commercially like the rest of your business.
It doesn’t.
Retreats have their own economics.
Their own risks.
And their own surprisingly expensive ways of going wrong.
That is the bit I help with.
Helping established founders add retreats as a profitable, professionally structured revenue stream.
This is for you if…
- you’re a service-based founder with an established audience eg. a consultant, coach, educator, fitness founder, wellness expert and personal brand
- already generating solid revenue
- considering a premium in-person offer
- do not want to learn retreat operations through expensive mistakes
- care about profit, guest experience and brand reputation
Professional by design. Personal by nature.
Every retreat and every strategy project is built on careful planning, integrity and attention to detail.
Kate operates as a registered travel agency in the Comunitat Valenciana, Spain, meaning retreat packages are protected by the required financial guarantee and insurance, while every consultancy service is underpinned by the same meticulous standards and expertise.
Frequently Asked Questions
Retreat consultancy is perfect for coaches, consultants, wellness experts and service providers who are ready to start planning their first or next retreat. You’ve already got an idea- we bring it to life.
The cost is stated on the package, bespoke options are also available.
Please read the full terms before purchasing
I work with founders who want to launch retreats in the UK and the EU. I live and host in Spain so I have a deep understanding of Spanish regulations.