Credit Card Portfolio Review

Not sure if you're using the right credit cards for your spending? This session is designed to help you optimize your existing portfolio and earn more rewards without increasing your expenses.

What we'll cover

✅ Review your current credit cards

✅ Identify cards worth keeping, upgrading, or closing

✅ Optimize which card to use for each spending category

✅ Analyze annual fees and whether they're justified

✅ Discuss reward points, airline miles, and hotel loyalty programs

✅ Answer your credit card and travel rewards questions

Best suited for

• Beginners looking to build their first premium portfolio

• Frequent travelers wanting to maximize miles and hotel points

• People holding multiple cards but unsure how to use them efficiently

Before the session

Please keep a list of your current credit cards, approximate monthly spending, and any upcoming travel plans handy.

Disclaimer: This consultation focuses on credit card rewards, travel loyalty programs, and reward optimization. It does not include investment, tax, insurance, or regulated financial advice.