About you

Just enough information to follow up.

Name

Email

Phone (optional)

2

Your travel plans

Start with a specific trip, a time of year, or simply the way you hope to travel.

Where are you in the planning process?

I have a trip in mindI know where I want to go, or I have a short list. I know when, but not whereWe travel during school breaks, summer, holidays, or another set window. I’m planning for future travelI want to build points now and decide on a trip later.

Where would you start from?

Where would you like to go? (optional)

When could you travel?

How many travelers?

What cabin or travel style would make you happy?

Economy is greatStretch the points across more trips. Premium economyA little more comfort without going all-in. Business or firstUse points for a premium experience. Luxury hotelsPrioritize memorable stays. More frequent travelMake the balance last longer. Not sure yetI’d like help weighing the tradeoffs.

Where do you have flexibility? (select any)

DatesI can shift by a few days or travel off-peak. AirportsI can leave from or arrive at nearby airports. ConnectionsA nonstop flight is not essential. Splitting the groupWe could take different flights if needed. DestinationGo where the deal is—especially helpful when my dates are fixed. Limited flexibilityDates and routing are mostly fixed.

Anything else about this trip? (optional)

3

What you already have

Rough totals are enough. “Not sure” is a useful answer.

Which rewards cards do you currently have?

Card names only—never include card numbers.

Approximate flexible-points balances

Chase Ultimate Rewards American Express Membership Rewards Capital One miles Citi ThankYou points Bilt Points

Airline or hotel points (optional)

4

Your comfort level

The best plan is one you will actually enjoy using.

Which approach sounds most like you?

Keep it simpleI want one or two cards and easy redemptions. A practical middle groundI’ll learn transfers, but I don’t want a hobby. Maximize the opportunityI’ll manage more moving pieces for premium travel.

Can you pay every credit-card statement in full?

YesI do not carry interest-bearing balances. Not consistentlyWe should focus on travel planning rather than new cards.

What do you most want help with?

Consultation feeI understand that the credit card consultation fee is $250.Submitting this form begins the consultation process; payment arrangements will follow separately.

What we can cover later

If we decide to build a detailed card strategy, I may ask about monthly spending ranges, business ownership, your partner’s cards, authorized users, and recent applications. That information does not need to be part of this first hello.

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