Discovery call
$59–$79
30-minute live consultation. Portfolio review, goals discussion, and high-level strategy.
BEST FOR
First-time clients or quick portfolio check-in
Service
Points strategy
A deep dive into your points portfolio, cards, and travel goals—so you know exactly where you stand and where to go next.
What's included
Whether you're starting out or optimizing an existing portfolio, strategy sessions are built around your balances and goals.
Portfolio review
We map your airline, hotel, and bank points to see what's working and what's sitting idle.
Card recommendations
Personalized guidance on which cards to keep, add, or drop based on your travel patterns.
Redemption roadmap
A clear plan for how to earn and redeem toward the trips you actually want to take.
How it works
01
Discovery call
We discuss your current points, cards, and upcoming travel goals.
02
Analysis
I review your portfolio and identify gaps, opportunities, and quick wins.
03
Your plan
You receive a written strategy with clear next steps and redemption priorities.
Strategy options
Start with a discovery call or go deeper with a dedicated card strategy session.
Card strategy session
$99–$149
Personalized card recommendations, transfer partner guidance, and earning strategy.
BEST FOR
Clients optimizing their card lineup
Common questions
No. Strategy sessions help whether you're just starting or sitting on six-figure balances. The goal is clarity on what you have and how to use it.
The discovery call is a broad overview of your portfolio and goals. The card strategy session goes deeper into which cards to open, keep, or cancel.
No. This is consulting only—I provide the strategy and you handle the booking directly with airlines and hotels.
Ready to optimize your points?
