How I Work With You

Here's Exactly What Working With Me Looks Like

From your first call to ongoing support, this page walks through my full process, what's included at every stage, and what it costs. Keep scrolling for the details — or book a free call now if you're ready.

Book a Free Call
1
Free Strategy Call
2
Rewards Audit
3
Custom Roadmap
4
Ongoing Support
See how each step works below
My Process

A Simple Process. Powerful Results.

1

Free Strategy Call

During your business spending review, I'll go through your monthly expenses, vendors, advertising, software, inventory, travel, and existing credit cards.

2

Rewards Audit

I identify missed earning opportunities, underperforming cards, unnecessary fees, and bonus categories you're missing.

3

Custom Roadmap

You'll receive a personalized plan with card recommendations, spending assignments, application timing, and travel redemption strategy.

4

Ongoing Support

Businesses evolve. I provide ongoing recommendations and support as your spending, goals, and opportunities change.

What I Help With

Comprehensive Services for Business Owners

Spending Optimization

Many businesses earn 1x when they could earn 3–5x. I put every dollar to work.

  • Advertising
  • Shipping & freight
  • Office supplies
  • Software & SaaS
  • Fuel & travel

Credit Card Strategy

I recommend the right cards based on your business spending — not commissions.

  • Business card selection
  • Personal card integration
  • Sign-up bonus planning
  • Application timing
  • Category optimization

Travel Rewards Planning

Turn everyday expenses into premium travel. I help you maximize:

  • Airline miles
  • Hotel points
  • Flexible currencies
  • Transfer partners
  • Award sweet spots

Premium Travel Guidance

I teach you how to redeem for maximum value and unforgettable experiences.

  • Business class flights
  • Luxury & boutique hotels
  • Hyatt & hotel partners
  • International travel
  • Family vacations

Ongoing Strategy

Your rewards strategy should evolve with your business.

  • Quarterly check-ins
  • New card & bonus alerts
  • Benefit & fee reviews
  • Spending & goal updates
  • Strategy refinements
How I Work Together

Choose the Level of Support That Fits Your Business

1. Free, One-Time

Strategy Call

A 20-minute discovery call to understand your business, spending, and travel goals.
  • Review your spending & current cards
  • Identify potential opportunities
  • Answer your top questions
  • Determine next best steps
Book Your Free Call
No obligation. Just valuable insights.
3. Ongoing

Advisory Membership

Continuous optimization as your business, spending, and opportunities evolve.
  • Quarterly strategy reviews
  • New card & bonus alerts
  • Annual fee & benefits reviews
  • Spending & goal adjustments
  • Redemption guidance
  • Ongoing expert support
  • Starting at $29+/month
Learn More
Stay ahead. Earn more. Travel better.
Is This Right for You?

You're a Great Fit If...

  • You're a business owner or entrepreneur
  • You spend $2,000+ per month in your business
  • You want to travel more (and better)
  • You're tired of leaving rewards on the table
  • You want a clear, simple strategy that works
VS

I May Not Be the Right Fit If...

  • You're not open to using credit cards strategically
  • You're looking for do-it-yourself tips and tricks
  • You don't have consistent business spending
  • You're not interested in maximizing travel value
  • You're looking for free, generic advice
Why Clients Work With Me

More Than Points. A Better Way to Travel.

No Generic Advice

Every strategy is customized to your business, spending, and travel goals.

No Extra Spending

I help you earn more rewards with the money you're already spending.

Business Focused

My strategies are built specifically for entrepreneurs and business owners.

Travel First

The goal isn't points. The goal is unforgettable experiences.

Frequently Asked Questions

Common Questions. Clear Answers.

How long does a strategy call take?

About 20 minutes. I'll ask a few questions about your spending and travel goals, then walk you through where the opportunity is.

Can I use my existing credit cards?

In most cases, yes. I'll build your strategy around the cards you already have, then recommend additions only where they clearly add value.

Do I need a business to work with you?

Yes — my strategies are built around business spending, typically $2,000–$5,000+ per month across cards.

Do you book travel for me?

I guide you through booking the best redemptions yourself, and offer hands-on support for more complex bookings.

Will I have to spend more money?

No. The goal is to earn more from the spending you're already doing — not to encourage spending you wouldn't otherwise make.

Will this hurt my credit score?

I factor your credit profile into every recommendation and talk through any impact honestly before you apply for anything.

Ready to Get Started?

Stop Leaving Travel Rewards on the Table

Most businesses are earning far fewer rewards than they could be. Let's build a strategy that changes that.

Book Your Free Strategy Call
20-Minute Call 100% Free No Obligation