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Name *
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What would you like to get out of this session?
About how much do you typically spend per month across all your cards? *
0-$1000
$1,000-2,000
$2,000-3,000
$3,000-4,000
$4,000-5,000
$5,000+
Which categories do most of your monthly expenses fall into?
Dining
Utilities
Groceries
Transportation
Software
Hotels
Office Supplies
Online Shopping
Other
Please list your open credit cards and the points or miles balances.
How many credit cards have you opened in the past 24 months?
Anything else you'd like me to know before we meet?
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