TravelWealth Points Optimization Workshop

$1500 flat fee*

Over the course of 3 personal sessions, you’ll receive the foundational building blocks to generate significant wealth with your points & miles accumulation. Each session is curated to you and will last approximate one-hour each.

*If you elect to upgrade to a full TravelWealth Membership within 30 days of Session 1, the full value of the Points Optimization Workshop will be credited to offset the recurring Membership dues.


The Points Optimization Workshop is designed for individuals who may not have substantial expenses or elaborate travel plans to justify a full TravelWealth membership. The Workshop presents an opportunity to learn about optimizing your points and miles for incredible value and enhanced self-arranged travels.

The three sessions will break down as follows:

Session 1 (60 min)
✓ Understanding Credit Card Points Strategies
✓ Review of Expenses (personal & business)
✓ Develop one-time Credit Card Plan

Session 2 (60 min)
✓ One-time Payment Systems optimization
(vendors, taxes, mortgage, etc.)
✓ “Payroll by Credit Card” Account Setup

Session 3 (60 min)
✓ Strategies and Management for Continued Success
✓ Self-help Travel Tools

During the Workshop sessions, we will discuss whether an upgrade to a full-fledged TravelWealth membership would be valuable based upon your personal financial and travel habits.

Is the Workshop right for me?

The Points Optimization Workshop is best if:

  • Your travels are exclusively within the US.

  • You are not a luxury traveler and opt for Economy flights and functional mid-tier hotels or rental units (e.g., Airbnb).

  • You do not have substantial expenses:

    • You do not own a small business, OR

    • Your total personal and business expenses are combined less than $100,000 per month, OR

    • Your annual travel budget is under $50,000.

A full TravelWealth Membership will be the best fit if:

  • You have a taste for luxury and ambitious travel aspirations.

  • You have high expenses (any or all of these):

    • Owning a small business with 10+ employees

    • Substantial personal and business expenses combined (over $100,000 per month) OR

    • You have a travel budget over $50,000 per year