Cards & Travel

Client Intake Form

Help me understand your travel goals and financial profile so I can build the best credit card strategy for you. This takes about 10 minutes.

1. About You

Full Name*

Email Address*

Best Phone / Contact

2. Your Travel Goal

What type of travel are you planning?*

FlightsHotels / ResortsCruiseCombination

Dream destination or trip*

Departure city / airport*

Travel timeline*

Traveling solo or as a household?*

SoloTwo travelersFamily / group

3. Monthly Spending Profile

Estimate your average monthly credit card spend in each category. Leave blank if not applicable.

Dining & Restaurants

Groceries

Gas & Fuel

Travel (flights, hotels, rentals)

Online Shopping

Streaming / Subscriptions

Utilities & Bills

Business Expenses

Other

4. Current Credit Cards

List every credit card you currently hold.

Card 1

Card name & issuer

Approx. date opened

Annual fee

Still using?

YesNo

Have you applied for any new credit cards in the last 24 months?

NoYes

5. Credit Profile

Self-reported credit score range

Excellent (750+)Good (700–749)Fair (650–699)Not sure

Any recent derogatory marks?

Leave blank if none.

6. Loyalty Programs

List any airline or hotel loyalty accounts you already hold.

Program 1

Program name

Approx. point balance

Status level (if any)

Preferred airline(s)

Preferred hotel brand(s)

7. Priorities & Flexibility

How do you want to use your points?

Free / discounted flightsLuxury hotel staysBusiness or first class upgradesCash back / statement creditsGeneral flexibility — I'll go where the value is

Annual fee comfort level

No annual fee onlyUp to $100Up to $250$500+No preference

Travel date / route flexibility

Very flexibleSomewhat flexibleFixed dates or route

8. Anything Else

Additional context, questions, or special circumstances:

I confirm the information above is accurate and I'm sharing it voluntarily with Cards & Travel for consulting purposes. All information is kept strictly confidential.