The Library
A planning reference, held to the same standard.
The Planning Library is a general educational reference drawn from professional practice, organized by timing window and by division, in two tracks: weddings, and events of consequence. Alongside it sits the Investment Compass, an optional organizational aid for the amounts you choose to record.
It is extended, with our compliments, to admitted Private Clients. Every professional presented has completed the Institute’s admission review against its published criteria. Admission is not a guarantee of availability, pricing, performance, safety, legal compliance or event outcome. The client and retained planner remain responsible for selection, contracting, supervision and event decisions.
What the Library is, and is not
A general planning reference—not a complete plan or substitute for a retained wedding or event planner. Select and verify the items that apply to your celebration, and maintain your own complete records.
Based solely on information you enter. Confirm all pricing, taxes, service charges, gratuities, deposits, balances and due dates directly with the applicable professional. This tool is not accounting, financial, payment or contract-administration advice.
For Weddings
Sample entries are published as each track is released.
For Events
Sample entries are published as each track is released.
The Founding Year
Founding-year Private Client access is complimentary. No purchase is required to apply or to receive the included Planning Library resources. Any future optional paid service will be separately described and accepted in writing before it begins.