Most people are using the wrong cards for the wrong things. You could be leaving thousands of dollars in travel value on the table by using one card getting 1x for your purchases where others could give you 4x in value.
This service is a deep-dive audit of your wallet and spending habits. You send me your data, I send you the map to maximizing your spending and credit benefits.
How it works:
- Purchase the Points & Credit Card Strategy.
- Fill out a 2 minute intake form.
- Receive your custom PDF via email within 7 business days.
What you'll walk away with:
- The Card Audit: Which cards in your wallet to keep, cancel, or downgrade to save on fees.
- The Spending Strategy: A custom "Cheat Sheet" showing exactly which card to use for groceries, dining, and bills to maximize the accumulation of points and credit card benefits.
- The Next Move: Recommendations for your next 1–2 cards based on your specific travel goals (Maldives? Europe? Hawaii? First Class flight? You pick!).
- Execution Guide: A 2-3 page PDF with step-by-step instructions & Q&As answered.
Pricing:
- $149 one-time payment for your full strategy creation and custom PDF Roadmap Delivery.
- $99 optional add-on 📞 if you would like a 30-minute face-to-face strategy call after receiving your plan.