our personal credit card matching services

After filling out the survey, schedule your 30-minute phone or video call with your dedicated advisor to gather more information about your credit card needs. Your advisor will then put together fully customized recommendations and strategies. Next, you will be notified to schedule your follow-up 30-minute phone or video call with your dedicated advisor to review their recommendations. You will then be sent the materials and sign-up links for each card covered by your advisor.

Included!

• 2+ meetings with your dedicated advisor.

• Direct access to your advisor - Have a question about a card or the process? Did your friend tell you about a new card you want to run by us? Whatever your question is you will have direct access to your personal advisor for the length of our search.

• 3 to 5 (or more if relevant) credit card recommendations.

• Explanations of why we chose each product and the pros and cons, introductory offers, rewards rates, additional benefits, annual fees, APR, and more!

• Credit Card Strategy - Whether it’s pairing cards you already have, knowing what cards to use together, how to transfer points, or when to apply for your next credit card, let us build the best strategies to maximize the value of your cards.

• Transaction History Review (a $69.99 value!) - Send us your transaction history (Max 3 years of transactions) and let us analyze it for the best fit possible and the least work for you.

• Special Offer Search (a $29.99 value!) - We will look for special welcome offers tailored for you. (Offers are made by card issuers)*

• Up to 4 follow-up correspondences as needed. Life is always changing and we are here to help you navigate the credit card world (within 12 months of recommendation completion).