personalized credit card guidance made easy
Step 1: complete the new client form
This comprehensive form will be the basis for your advisor’s recommendations.
Step 1: complete the new client form
This comprehensive form will be the basis for your advisor’s recommendations.
Step 2: meet with your advisor
Schedule your 30-minute phone or video call with your dedicated advisor to gather more information about your credit card needs!
Step 1: complete the new client form
This comprehensive form will be the basis for your advisor’s recommendations.
Step 2: meet with your advisor
Schedule your 30-minute phone or video call with your dedicated advisor to gather more information about your credit card needs!
Step 3: sit back and let us do the work for you
Your advisor will then put together fully customized recommendations and strategies.
Step 4: schedule the final call to review your recommendations
Pick the time that works best for you to have a 30-minute phone or video call with your dedicated advisor to review their recommendations. Including explanations of why they chose each product and the pros and cons, introductory offers, rewards rates, additional benefits, annual fees, APR, and more!