Card Recommendation Requested (Template Used)
Current cards: (Apple, Venture X, Amex Gold)
• FICO Score: e.g. 780 • Oldest account age: 5 years 3 months • Income: e.g. $72,000 • Average monthly spend and categories: • dining $800 • groceries: $400 • gas: $100 • travel: $200 • other: $75 • Open to Business Cards: e.g. No
• What's the purpose of your next card?➡️ Max Cash Back Coverage & Travel
• Do you have any cards you've been looking at? ➡️ I’ve been looking at upgrading to amex platinum but I don’t want to loose my 4x on food? Wells Fargo Attune, Chase?
• Are you OK with category spending or do you want a general spending card? ➡️Okay with category spending