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If you’re ready to take your credit card strategy to the next level, this comprehensive consultation is designed for you. Over the course of up to 90 minutes by video or phone call, we’ll do a deep dive into your credit card setup, spending habits, and travel or financial goals to uncover the smartest ways to maximize value.
During the session, we’ll:
Analyze your full credit card lineup for overlaps, weak spots, and missed opportunities.
Identify the best ways to optimize your spending to earn more rewards and benefits.
Discuss potential new cards or upgrades tailored to your lifestyle and goals.
Explore advanced strategies for travel redemptions, cashback, and perks.
Answer your specific questions so you walk away with complete clarity.
After the consultation, you’ll also receive a personalized document outlining my key recommendations, strategies, and next steps — so you’ll have a clear roadmap to make your cards work harder for you moving forward.
Format: Up to 90-minute video or phone call + personalized recommendation document
Goal: Build a customized, long-term credit card strategy that maximizes rewards, perks, and value for your unique situation
If you’re ready to take your credit card strategy to the next level, this comprehensive consultation is designed for you. Over the course of up to 90 minutes by video or phone call, we’ll do a deep dive into your credit card setup, spending habits, and travel or financial goals to uncover the smartest ways to maximize value.
During the session, we’ll:
Analyze your full credit card lineup for overlaps, weak spots, and missed opportunities.
Identify the best ways to optimize your spending to earn more rewards and benefits.
Discuss potential new cards or upgrades tailored to your lifestyle and goals.
Explore advanced strategies for travel redemptions, cashback, and perks.
Answer your specific questions so you walk away with complete clarity.
After the consultation, you’ll also receive a personalized document outlining my key recommendations, strategies, and next steps — so you’ll have a clear roadmap to make your cards work harder for you moving forward.
Format: Up to 90-minute video or phone call + personalized recommendation document
Goal: Build a customized, long-term credit card strategy that maximizes rewards, perks, and value for your unique situation