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Coco Plum, Belize — Carver Financial Private Island Retreat
Carver Financial Private Island Retreat · January 2028

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.

Week One — Jan 22–28, 2028
Week Two — Jan 28–Feb 3, 2028
Reserve Your Spot View Accommodations
About Coco Plum

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.

9 mioff the coast of Belize
16private acres
20couples max, per week
2weeks to choose from
The Package

Almost everything is included.

All you really need to do is get to Belize — we'll take it from there.

Included in your package
  • 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
Not included
  • 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)
Choose Your Island Home

Accommodations, per room per week.

Pricing is per room, not per person. Availability is limited and shared across both weeks.

Room
Rate
Available
Notes
No View Cabana
$7,200
● 1 / week
Most limited room on the island
Standard Room
$7,650
●●●●● 5 / week
--
Premium Suite
$8,575
●●●●●●●●●●●●●● 14 / week
Most rooms on the island
3‑Bedroom Over‑the‑Water Villa
Sleeps up to 6 guests — ideal for three couples or a group of friends
$21,500
● 1 / week
The ultimate Coco Plum experience
* A 20% non-refundable deposit secures your reservation. Final payment due by August 1, 2027. The entire package is non-refundable — travel insurance is strongly recommended.
Pick Your Week

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.

Week One

January 22–28, 2028

6 nights · fixed arrival & departure

Full week on the island with your group of Carver Financial clients and their guests.

Week Two

January 28 – February 3, 2028

6 nights · fixed arrival & departure

A second full week, for those who'd rather travel later in the month.

We fully expect both weeks to sell out once reservations open to the broader Carver Financial travel group. If you're interested, reach out to Trish as soon as possible to secure your space.
Reserving Your Spot

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.

20% deposit due at booking  ·  Final payment due Aug 1, 2027
Reserve through

Trish Schlacht

Call440-376-2434 Email[email protected]
Carver Financial · Coco Plum, Belize · January 2028
Reservations through Bright Wishes Travel


Carver Financial Services | 7473 Center St, Mentor, OH 44060 | 440.974.0808 | carverfinancialservices.com

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Carver Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Carver Financial Services is separately owned and operated and not independently registered as a broker-dealer. Carver Financial Services is an investment adviser registered in the State of Ohio but does not provide any services or offer any investment advice.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

The advisor may not pay, or offer to pay, for any costs of the trip - each client/guest is responsible for their own costs and travel arrangements.  The trip is not sponsored by Raymond James and is for social purposes only (unrelated to the advisor’s role with Raymond James). No discussions related to Raymond James’ business, including account or securities-related discussions, are permitted during the trip. The advisor may not enter any orders or conduct substantive business while in a foreign market. Raymond James is not affiliated with and does not endorse the services of any travel agent listed or used.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse the services of Bright Wishes Travel or Trish Schlacht.

The advisor may not pay, or offer to pay, for any costs of the trip - each client/guest is responsible for their own costs and travel arrangements.  The trip is not sponsored by Raymond James and is for social purposes only (unrelated to the advisor’s role with Raymond James). No discussions related to Raymond James’ business, including account or securities-related discussions, are permitted during the trip. The advisor may not enter any orders or conduct substantive business while in a foreign market. Raymond James is not affiliated with and does not endorse the services of any travel agent listed or used.

©2026 Raymond James Financial Services, Inc., member FINRA / SIPC | Privacy, Security and Account Protection Policy | Raymond James Legal Disclosures

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