Personal Rewards Consultation
Consultation
Most American credit card users are leaving thousands of dollars worth of rewards on the table each year by not using the right cards for their needs. And if you’re a small business owner, you could be earning tens of thousands of additional dollars worth of rewards each year by optimizing your company’s credit card usage.
As one of the nation’s leading experts on credit cards and travel rewards, Jason Steele offers personalized award travel consulting services that will help you to perfect your rewards earning practices while maximizing the value you receive when redeeming your rewards.
The Process
My award-travel consultations are designed to help you and your family use credit cards to reach your travel goals. I’ve done over 100, and I’ve never failed to help each client realize thousands of dollars of awardtravel that they wouldn’t have otherwise. In fact, I’m happy to waive my fee if I can’t find ways for you to realize thousands of dollars in free travel each year, or more likely tens of thousands of dollars.
Intake
An intake of your current credit cards and rewards balances.
Spending
An analysis of your annual spending habits.
Your Goals
A look at your travel or cash back goals.
The Plan
A written, step-by-step plan for using credit cards to achieve your goals, complete with personalized recommendations.
Package Options
During the call you’ll learn exactly how to earn the most points and miles and how to redeem them for the most possible value.
To prepare for the consultation and to maximize our time, you just need a list of your household credit cards, along with your balances of points and miles (you can skip any small balances below 10-20,000 points).
The Essentials
$199
Perfect for beginners who want to dip their toes into the points and miles world.
- 1-hour phone consultation
- Overview of how to travel free with points & miles
- Personalized card recommendations
- Guidance on reward programs that match your goals
The Strategy Session
$449
A deeper dive into your finances and travel goals.
- 2-hour video call or in-person consultation
- Full credit card analysis for you (and your small biz if applicable)
- Review of spending habits and current card lineup
- Personalized travel goal mapping
The Ultimate Points Playbook
$499
Value: $2,495+
(MOST POPULAR)
Plus full support and execution help.
- Everything in the Strategy Session, PLUS:
- A written, step-by-step action plan
- Email support for 12 months – ask anything!
- Ongoing new card recommendations
- Transfer Partner Cheat Sheet
- Personalized Travel Goal Tracker
- Redemption Concierge Lite (1x Use)- Send us your trip idea and we will send you best redemption options
- Airline / Hotel / Car Loyalty Tracker + Signup Links
- Business Class vs. Coach Comparison Guide
- Alerts for bonus offers, transfer partner hacks, and sweet spots
- Favorite Tools Toolkit
- Tips for family travel, luxury redemptions, and hidden deals