Coco Plum,
Belize.
Nine miles off the coast of Belize, sixteen acres of private island, and a week with a small group of fellow Carver Financial clients. No lines, no schedules, no crowds — just Caribbean water and good company.
An intimate, locally owned island — not another crowded resort.
No lines. No fighting for a beach chair. No schedules, unless you want one.
Coco Plum Island Resort sits nine miles off the coast of Belize — sixteen private acres surrounded by crystal-clear Caribbean water, sandy beaches, and swaying palms. Spend your days snorkeling, kayaking, and paddleboarding, or do absolutely nothing in a hammock overlooking the water.
Guests travel to the island together on scheduled boat transfers, and stay together for the full week. It's the whole point — a small group of Carver Financial clients, one island, no outside guests.
Almost everything is included.
All you really need to do is get to Belize — we'll take it from there.
- Private island accommodations
- Scheduled boat transfers to and from the island
- All meals and beverages, including imported liquor
- All gratuities
- Private Carver Financial cocktail party
- Snorkeling excursion
- Kayaking and paddleboarding
- Island activities and entertainment
- Airfare to Belize
- Travel insurance (highly recommended — deposits are non-refundable)
- Spa services
- Scuba diving
- Fishing excursions
- Additional excursions
- Helicopter transfer (available as an upgrade)
Accommodations, per room per week.
Pricing is per room, not per person. Availability is limited and shared across both weeks.
Only 20 couples per week.
Because we're taking over the entire island with scheduled boat transfers, you'll need to travel for the complete week you select — no arriving late, departing early, or adjusting dates.
January 22–28, 2028
Full week on the island with your group of Carver Financial clients and their guests.
January 28 – February 3, 2028
A second full week, for those who'd rather travel later in the month.
This isn't another resort vacation.
It's a week with a small group of fellow Carver Financial clients on our own private island in Belize — great food, cocktails, incredible water, adventures, sunsets, and, most importantly, great people.
How to reserve
A 20% non-refundable deposit is required to secure your reservation, with final payment due by August 1, 2027. The full package is non-refundable, so travel insurance is highly recommended.
Contact Trish as soon as possible to express interest or lock in your room — space is limited to 20 couples per week, and we expect both weeks to sell out.