Which service are you interested in?

View Sample Dashboard

Your page is fully customizable. Just let me know if you want to move things around or add certain information

Do you have a P2? P3, etc.? Does that person want to join in on the call?

Information needed for startup

• Credit Card History - all cards applied for and obtained in past 5 years (date of application, sub, etc.)

• Credit Score - (possibly add this to the dashboard??)

• Points and miles balances - How do you want to keep track of this? Do you prefer frequent meetings or would you rather email the information (maybe update a shared google doc?

• Annual spend on credit cards (do you currently put all eligible purchases on credit cards??)

What are your travel preferences (do you prefer domestic or international?) more value from international business but much higher cost

Where do you want to travel in the next 2-3 years?

Devaluations - Earn and burn

Do you or P2 travel for work? If so, should try to earn status with hotel chain (preferably Hyatt)

Do you own a business? Are you open to applying for business cards using a sole proprietorship?