
Mini Credit Card Consultation
Quick audit to spot gaps, overlapping perks, and easy wins.
What’s included
- Review of current cards and perks
- Determine if you’re missing out on valuable points, miles, cash rewards, or benefits.
- Discover simple ways to maximize the value of the cards already in your wallet and uncover potential upgrades, new card options, or smarter spending strategies that align with your goals.
A personalized check-up
This session is tailored specifically to you—not a generic, one-size-fits-all approach. It’s designed to ensure your credit card portfolio is fully optimized to deliver maximum value. Whether your aim is to increase travel rewards, reduce everyday expenses, or simplify your card management, you will leave equipped with clear, actionable steps to achieve your points & miles goals.
Format: 20-minute video or phone call
Goal: Discover and unlock the hidden potential in your wallet and turn your credit cards into powerful tools for maximum value.

