How it works
Everything starts with your survey. That lets me see your current setup and whether I can actually move the needle for you. From there, we decide together what level of involvement makes sense.
What I can help you with
My priority in a one-time consult, if you want it, is simple: I help you plan one specific trip using the points, miles, and cards you already have (or could earn quickly). Whether it's a premium-cabin international flight, a honeymoon, a family vacation, or a complex multi-city itinerary, I map out the exact steps to get you there for the fewest points possible.
- Creating a personalized plan to book one specific trip using your points, miles, and transfer partners.
- Optimizing which cards you use for which types of spend—without opening unnecessary accounts.
- Designing a clear earning strategy based on your actual spending patterns and goals.
- Choosing the right loyalty programs and transfer partners to match your travel plans.
- Cleaning up a messy points situation and helping you avoid common traps and devaluations.
- Helping you understand when portals, promos, and multipliers are actually worth your time.
Client Eligibility Survey
There’s no payment required to complete this survey. It simply helps me understand your current situation and whether I’m the right person to help. If I believe I can provide significant value, I’ll email you with a proposed scope and one-time fee.
Important: Please do not enter any full credit card numbers, bank account numbers, Social Security numbers, or other highly sensitive personal data. I only need to know which cards and programs you use, your general spending patterns, and your goals.
Legal Notice & Disclaimer
All information and consulting services provided through this website, including any survey responses, emails, messages, or one-time strategy sessions, are for educational and informational purposes only. I am not a financial advisor, investment advisor, attorney, accountant, tax professional, or licensed travel agent. Nothing on this site or in any consultation should be interpreted as legal, financial, tax, accounting, or investment advice, nor as a recommendation to apply for, open, close, or modify any specific credit product or financial account.
Any examples of redemptions, savings, point valuations, award pricing, or travel opportunities are illustrative only and do not guarantee that similar results will be available to you. Loyalty programs, banks, airlines, and hotels may change their terms, transfer ratios, pricing, routing rules, award charts, fees, eligibility criteria, or benefits at any time and without notice. I do not control, operate, or represent any bank, airline, hotel, loyalty program, or third-party portal, and I make no warranties or guarantees regarding their actions, decisions, approvals, denials, or system behavior.
No client relationship, advisory relationship, or fiduciary duty is created solely by viewing this website, submitting the survey, or communicating with me. A consulting relationship exists only if I expressly agree to take you on as a client and you have paid the agreed one-time consultation fee. Even then, any recommendations are based on limited information that you choose to provide and are ultimately your responsibility to evaluate with your own qualified professional advisors (including financial, legal, tax, or travel professionals) before taking action.
By using this website or engaging my services, you acknowledge and agree that you are solely responsible for all financial decisions, credit card applications, product selections, bookings, transfers, cancellations, redemptions, program enrollments, and travel arrangements. To the maximum extent permitted by law, I disclaim all warranties, express or implied, including but not limited to any warranties of accuracy, completeness, fitness for a particular purpose, or non-infringement. To the maximum extent permitted by law, I shall not be liable for any direct, indirect, incidental, consequential, special, punitive, or exemplary damages, losses, fees, taxes, penalties, missed opportunities, program changes, devaluations, denied award tickets, schedule changes, or cancellations arising out of or related to your use of this website, your reliance on any information provided, or your implementation of any recommendations, even if I have been advised of the possibility of such damages.
Use of this website and any associated services constitutes your acceptance of this Legal Notice & Disclaimer. If you do not agree with these terms, you should not use this website, submit the survey, or engage my services.