Service 01

Long-Term Portfolio Strategy

Stop guessing which credit card to open next. Whether you're a solo traveler, a family with multiple players, a business owner, or any combination — we diagnose your situation and build a custom 12 or 24-month acquisition roadmap.

12-Month Plan
$14999
Includes one quarterly review
24-Month Plan
$19999
Includes 6-month + 1-year reviews
Bonus
$100
Credit toward your first Award Search
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Deliverables

What you actually get.

01

Full Situation Audit

Whether you're a solo traveler, a family with multiple players in the game, a business owner, or any combination — we map every category of your real spend and identify the structures (personal credit, household authorized users, sole prop / LLC / S-Corp where it fits) that unlock cards you didn't realize you qualified for.

02

12 or 24-Month Roadmap

A written sequence of card applications timed to bank rules, sign-up bonus windows, and the 5/24 / 1/90 / 2/90 dance — so no approval is ever wasted.

03

Program Selection

Which transferable ecosystem to anchor on (Chase, Amex, Capital One, Bilt, Citi), which airline and hotel programs to build status in, and why.

04

Scheduled Reviews

12-month plan: one quarterly check-in to adjust. 24-month plan: a 6-month review plus a 1-year review so the roadmap evolves with your situation.

The Process

Four steps. Done in days, not weeks.

01

Submit Intake

Fill the questionnaire below. Takes about 8 minutes. Your data is stored privately — never shared.

02

Pay & Confirm

Secure payment via Stripe ($149.99 for 12-month, $199.99 for 24-month). We use your email to lock in your $100 Award Search credit.

03

Strategy Delivered

Within 5 business days you receive a written roadmap as a PDF, plus a 30-min Zoom to walk through it.

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Step One

Tell us about your situation.

Every field is read by Pierluigi, not a bot. The more honest the picture, the sharper the strategy.

Step 1 of 6 Portfolio Strategy Intake
First, who are we working with?

Basic contact info so we can deliver your strategy and apply your Award Search credit later.

Please enter your name.
A valid email is required.
Which strategy length?

12-month strategies are right for most people. 24-month is for those who want a longer runway and ongoing review cadence.

Please pick a duration.
Your goals & credit profile.

We optimize for outcomes, not points. What does "won" look like for you?

e.g. "Accumulate 200k points for a Maldives honeymoon in 2027," or "Fly domestic business class 4× a year," or "Maximum luxury value on everyday spend."
Please describe your goal.
Please select your credit score range.
This is crucial — Chase 5/24 is the most common deal-killer. Across ALL banks combined.
A number is required.
Business situation.

Business cards are the largest untapped category for most travelers. Even side hustles qualify.

e.g. consulting, real estate, selling online, content creation, photography
Please answer.
Please select.
Most banks accept either. Some unlock more cards if you have both.
Please select.
Your spend profile.

Categories drive multipliers. Multipliers drive bonuses. Bonuses drive trips.

Please select.
Select up to 3 — your biggest, most reliable monthly categories.
Pick at least one (max 3).
Personal AND business. List them with approximate month/year opened — e.g.
"Chase Sapphire Preferred — Jan 2024
Amex Gold — Nov 2022
Capital One Venture X — Mar 2025"
This is essential for calculating your eligibility for future cards.
Required.
Review & secure payment.

One last step — submit to lock in your slot and complete secure payment via Stripe.

The Long-Term Credit Card & Points Strategy is $149.99 for the 12-month plan, or $199.99 for the 24-month plan.

As an active advisory client, $100 of this fee is instantly banked as a credit toward your future Award Search & Booking Concierge service when you're ready to take your trip.

Note: to seamlessly apply this credit, your future Award Search must be submitted from the same email address you used today.