Credit Card Strategy Consultation

Service Description

Get expert advice on the best points-based credit cards that complement your spending habits and align with your rewards travel objectives. This service assists in aligning your lifestyle with the most powerful credit card choices. The consultation includes: - Comprehensive spending analysis and category breakdown (based on client input) - Analysis of client's most currently used credit cards (up to 3) - Personalized credit card portfolio recommendation (up to 3 card strategy) with detailed review of each card and its benefits - Expected annual value and points calculation - Credit card application timing and strategy to minimize credit impact, pace spending and maximize sign-up bonuses - Overview of hotel and airlines partnership provided by recommended credit cards - Client receives: Credit Card Benefits Tracking Worksheet; Airlines, Hotels and Rental Car Rewards Login Credentials; Wallet-sized Guide for Credit Card Usage by Spending Category