Points Strategy Session

There isn't one "right" way to use points and miles. There's a strategy that makes sense for you.

In one focused 60-minute session, we'll look at your travel goals, your spending, the cards and points you already have, and how involved you actually want to be.

Then we'll build a personalized points and miles strategy around your travel goals and the opportunities available to you right now.

You'll leave knowing what to do next, and, more importantly, why.

$199‍ ‍$99 Launch Price

Launch pricing available for a limited time only.

One important note: Points and miles only make sense when you're paying your credit card balances in full each month. If you're currently carrying credit card debt, this service isn't the right fit yet.

Just Getting Started

You want to use points and miles to travel more, but you're overwhelmed by the amount of information out there, not sure where to begin, or not sure which advice actually applies to you.

Ready for Your Next Move

You already have travel cards and points, but you're not sure what to do next, whether that's choosing another card, maximizing the cards and benefits you already have, or building a better overall strategy.

Who This is For

Working Toward a Travel Goal

You have a trip or travel goal in mind and want to figure out how points and miles can help make it happen.


Want a Strategy Without Making This a Hobby

You want to get more out of points and miles, but you don't want it to become a new part-time job. You don't have time to keep up with every card offer, rule change, transfer partner, and loyalty program.

What We Can Work On

Every session is different. What we focus on depends on what you already know, what you're trying to accomplish, and where your biggest questions are right now.

We might work on:

  • Choosing your first (or next) card based on your goals, spending, current cards, and the best opportunities available to you right now

  • Building an overall card and points strategy so you apply for the right cards at the right time and have a plan that sets you up to maximize your points earning

  • Understanding the cards you already have, including getting the most value from the benefits and credits you may not be using and analyzing the worth of each card

  • Working toward a specific trip, including which points to earn and how to use the points you already have

  • Understanding application rules and restrictions so you know which cards you're eligible for, when it makes sense to apply and in what order, and the best strategies for applying for new cards

  • Getting the most out of the points you've earned by learning how to find and book award travel, use transfer partners and transfer bonuses, decide when a travel portal makes sense, and determine when to use points versus paying cash

  • Evaluating welcome offers and other opportunities so you know when an offer is worth jumping on, when you should wait, and when you should pivot

  • Simplifying your setup if you have too many cards, points, benefits, or programs to keep track of

What You’ll Receive

  • A pre-session questionnaire so I can understand your goals, current cards and points, spending, and what you want help with before we meet

  • A 60-minute one-on-one strategy session focused on your specific situation and questions

  • Personalized recommendations built around your travel goals, cards, points, spending, and how involved you want to be

  • A written summary and recommended next steps so you have a clear plan to follow after our session

  • 7 days of email follow-up for questions or clarification about what we discussed

READY TO BUILD YOUR STRATEGY?

Points Strategy Session

$199‍ ‍$99 Launch Price

Launch pricing available for a limited time.

One important note: Points and miles only make sense when you're paying your credit card balances in full each month. If you're currently carrying credit card debt, this service isn't the right fit yet.