We work with a select group of clients who are ready to stop leaving points on the table. This short application tells us if you are one of them. No cost, no obligation, just five minutes of honest answers. You will get an instant answer if you are a good fit and will see our available plans.
Please answer every question honestly — your application is reviewed individually, and accuracy here directly affects the strategy we'd build for you.
Credit Card Consulting — Client Intake
Step 1 of 8
Let's start with the basics
First name is required.
Last name is required.
A valid email address is required.
I confirm that I am 18 years of age or older *
You must confirm you are 18 or older to continue.
Please tell us who you usually travel with.
Step 2 of 8
Your business profile
Business owners have access to an entirely separate tier of high-value cards that most people don't know exist — and they don't count against your personal card limits.
Tell me about your business
This helps identify the right business cards for your spending profile.
Please answer the business question to continue.
Step 3 of 8
Your current card lineup
The cards you hold and when you opened them tells me everything about where you are and exactly where the opportunity is. Be thorough — the more accurate this is, the better.
I don’t have any credit cards
Please add your cards, or check the box above if you don’t have any.
Step 4 of 8
Your credit profile
The premium cards that unlock the most valuable points require strong credit. This is one of the most important factors in determining what's possible for you right now.
Please select your credit score range to continue.
Step 5 of 8
Where your money goes
Most people are earning a fraction of the points they should be on their everyday spending. This is where I find the biggest opportunities — and most people are shocked by what they've been leaving on the table.
Personal credit card spend (per month)
Top personal spending categories (select all that apply)
Please select your monthly personal card spend to continue.
Step 6 of 8
Your points game right now
Be honest here — there's no wrong answer. Whether you're a complete beginner or already deep in the game, I work with clients across the spectrum. What matters is where you want to go.
Step 7 of 8
The final questions
I'm selective about who I work with — not because I'm exclusive for the sake of it, but because the clients who get the best results are the ones who are ready to commit to the process.
