Services
Providing clients with recommendations for cards and financial institutions to improve finances and future travels. During a complimentary 15min video chat, many client discussions center on these three main areas:
Spending optimization
Recommendations for credit/debit cards to earn better cashback, miles, or points
Saving efficiently
Suggested accounts to earn more interest, pay less fees, and save money
Travel strategy
Guidance on flight and hotel deals to improve your travel experiences
Finance & Travel Topics
During an initial complimentary 15min video chat, we can discuss what coverage topics below are applicable to your interests/goals:
Beginner
- Bank/credit unions evaluation and options
- Budget planning and outlines
- Savings potential for current necessary spending patterns
- Determining paydown plans for debt obligations
- Credit score monitoring recommendations and building
Intermediate
- Reviewing current debit/credit card spending strategy
- Recommending free/no annual fee credit card options
- Sign up bonus strategies
- Evaluating airline/hotel loyalty programs
Advanced
- Recommending annual fee credit card options
- Generating shortlist for hotel bookings
- Maximizing credit card perks
- Using credit card points/miles
- Yearly card lineup evaluation and suggested product changes
- Business credit card discussions
