Skymiles

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Skymiles Audit

Learn how to leverage money you are already spending to maximize your skymiles and loyalty programs.

Derek is an avid world traveler, 5 time Delta Diamond Medallion Member and will hit million miler status with Delta in 2020!  Through all his travels he has learned a variety of travel hacks to leverage a variety of loyalty and credit card programs that has allowed him to enjoy all the benefits of being an elite frequent flyer.

As part of our financial planning service we work with you to make sure you understand and maximize your loyalty programs to get the most out of money you are already spending. Please make sure to ask us for a Skymiles Review as part of our overall financial planning process.

Our comprehensive skymiles review includes the following:

  • Assess your current skymiles & loyalty programs (how many do you have, where are they, how are you tracking them, etc.)
  • If you aren't currently leveraging some of these programs then we help you figure out which ones will be best for you and help you get set up with them
  • Give you templates & tools to track your skymiles accounts (Download the tracking sheet we use here)
  • Teach you about the different skymiles frequent flyer programs
  • Teach you ways to leverage money you are already spending for your business and personal life
  • Show you how skymiles programs fit into your overall financial plan and how they will benefit you

Read our comprehensive blog post on skymiles to learn more on how these frequent flyer programs can benefit you.

Please make sure to ask about this service if you decide to go through our financial planning process.

Ready to have an introductory chat?  Please feel free to contact us here.

Have specific investment or portfolio questions?

contact us today!

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