Professional assessment

For business owners who want a person to work the plan with them. One hour, working from your Perko report, $1,400.

How it works

  1. Get your free report first. It does the arithmetic; the call is for judgment.
  2. Book a time. Before the call we review your report and your entity structure.
  3. One hour together: which entity applies first, how to time applications and bonus spend around real purchases, what to do with points you already hold, and the questions that depend on your situation rather than a spreadsheet.
  4. You receive a written plan afterward.

What it is not

Not financial, legal, or tax advice, and not a promise of approval — issuers decide that. If the report already answers your question, we'll tell you so and refund you.

To book, email support@perko.ai with "assessment" in the subject. We'll reply with a payment link and available times.

Perko provides information and analysis, not financial, legal or tax advice; decisions are yours. Perko may receive compensation when you apply for a card through our links - our rankings are computed before any commission data is considered, and we say so when a top pick pays us nothing. Card terms change; confirm them with the issuer before you apply. Advertiser disclosure · Terms · Privacy