


Mini Credit Card Consultation – 20 Minutes to Maximize Your Wallet
Not sure if your credit cards are really working for you? In this 20-minute mini consultation, I’ll help you identify the weak spots in your wallet and uncover new ways to maximize your rewards, perks, and everyday spending.
During our video or phone call, we’ll:
Review your current credit card lineup to spot gaps or overlaps.
Identify where you may be leaving money, points, or benefits on the table.
Explore quick strategies to get more value from the cards you already own.
Highlight opportunities for upgrades, new cards, or smarter usage based on your goals.
This isn’t a one-size-fits-all session — it’s a personalized check-up to make sure your wallet is working as hard as possible for you. Whether you’re looking to earn more travel rewards, save money on everyday purchases, or simplify your strategy, you’ll walk away with clear, actionable steps to improve your setup.
Format: 20-minute video or phone call
Goal: Discover hidden value in your wallet and create a path to maximizing your credit cards
Not sure if your credit cards are really working for you? In this 20-minute mini consultation, I’ll help you identify the weak spots in your wallet and uncover new ways to maximize your rewards, perks, and everyday spending.
During our video or phone call, we’ll:
Review your current credit card lineup to spot gaps or overlaps.
Identify where you may be leaving money, points, or benefits on the table.
Explore quick strategies to get more value from the cards you already own.
Highlight opportunities for upgrades, new cards, or smarter usage based on your goals.
This isn’t a one-size-fits-all session — it’s a personalized check-up to make sure your wallet is working as hard as possible for you. Whether you’re looking to earn more travel rewards, save money on everyday purchases, or simplify your strategy, you’ll walk away with clear, actionable steps to improve your setup.
Format: 20-minute video or phone call
Goal: Discover hidden value in your wallet and create a path to maximizing your credit cards