PS
The Points Surgeon Selective, one-time points & travel consulting
Survey-based, invitation-only consults

Precision points & travel strategy,
only if I know I can help.

I don’t sell generic templates or one-size-fits-all “hacks.” You fill out a brief survey about which cards you use (never card numbers), your spending patterns, and your travel goals. I review it personally. If I believe I can deliver real, measurable value, I’ll offer you a one-time consultation with a fee that matches how involved you want me to be. If not, I’ll tell you honestly.

No obligation. There is no payment upfront. You only pay if I accept your case and you choose to move forward with a one-time consult.

How it works

Everything starts with your survey. That lets me see your current setup and whether I can actually move the needle for you. From there, we decide together what level of involvement makes sense.

Step 1
You complete the survey
You tell me which cards you use (not card numbers), your points balances, spending categories, and travel goals. This takes about 5–10 minutes and helps me understand your baseline.
Step 2
I review and decide if I can help
I personally review every submission. If I don’t think I can create meaningful value, I’ll let you know instead of wasting your time or money.
Step 3
We agree on scope & one-time fee
If I believe I can help, I’ll email you with a proposed level of involvement and a one-time consultation fee. The fee may be higher or lower depending on how deep you want to go.
Step 4
You get a focused, tailored session
Once you approve and pay, we schedule your session. You’ll leave with clear, specific next steps—not generic advice you could have Googled.

What I can help you with

Every consultation is tailored to you — but my primary focus, if you choose, is helping you plan one specific trip using the points and cards you already have (or could easily earn). Whether it's a premium-cabin international flight, a honeymoon, a family vacation, or a complex multi-city itinerary, I map out the exact steps to get you there for the fewest points possible.

  • Creating a personalized plan to book one specific trip using your points, miles, and transfer partners.
  • Optimizing which cards to use for which types of spend (without opening unnecessary accounts).
  • Designing a clear earning strategy based on your goals and spending patterns.
  • Choosing the right loyalty programs and transfer partners to match your travel plans.
  • Cleaning up a messy points situation and avoiding common traps or devaluations.
  • Helping you determine when travel portals, bonuses, and multipliers are actually worth it.
No generic advice
Real numbers, real trade-offs
You decide how deep we go

Client Eligibility Survey

There’s no payment required to complete this survey. It simply helps me understand your current situation and whether I’m the right person to help. If I believe I can provide significant value, I’ll email you with a proposed scope and one-time fee.

Important: Please do not enter any full credit card numbers, bank account numbers, Social Security numbers, or other highly sensitive personal data. I only need to know which cards and programs you use, your general spending patterns, and your goals.

1. Contact information
2. What are your primary travel goals?
Select all that apply.
If you selected “Other,” please describe:
3. Which loyalty currencies do you currently hold?
Select all that apply.
If you selected “Other,” please describe:
4. Approximate total points/miles across all programs
5. What is your typical yearly spend (personal + business)?
6. What do you spend MOST of your monthly budget on?
Select all that apply — this helps determine the best earning strategy for you.
If you selected “Other personal” or “Other business,” please describe:
Optional: describe your top 3 spending categories and approximate monthly amounts.
7. What frustrates you MOST about using points and miles?
8. What are you hoping to accomplish by working with me?
9. How soon do you need help?
10. Are you willing to follow expert guidance to maximize your results?
You must check this box to submit the survey.