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LONG TERM CARE
Introducing our Signature Retainer Service
the Money Management Monitor™️
Whether you're buying your first rental property, managing your first tenant, or turning your inherited home into a cash-flowing asset, the Money Management Monitor™ is here to give you the done-for-you financial support you need to own like a pro.
This is not a course. This is not a coaching program. This is your full-service financial care team, making sure your money is monitored, managed, and moving in the right direction—every month!
*3 month minimum commitment
Code Green
188$Every month+$248 Wallet Wellness ExamBest for First Time Buyers- Secure Client Portal
- Money Management Portals
- Unlimited Chat Support
- Financial Urgent Care Calls
- Monthly Professional Budget Adjustment
- Monthly 1:1 Strategy Session w/Dedicated Consultant
- Quarterly Personal Budget + Credit + Tax Reviews
Code Yellow
388$Every month+$248 Wallet Wellness ExamBest for Landlords- Everything in CODE GREEN
- Additional 1:1 Strategy Session w/Dedicated Consultant
- Monthly Rent Monitoring for Up to 3 Rental Properties
- Business Credit Starter Strategy
- Quarterly Rental Budget + Credit + Tax Reviews
- Assisted Tax Prep
Code Red
588$Every month+$248 Wallet Wellness ExamBest for Rentalpreneurs- Everything in CODE YELLOW
- Quarterly Business Budget + Credit + Tax Reviews
- Monthly Bookkeeping for Up to 2 Business Accounts
- Advanced Business Credit Strategy
- Full Business Tax Return Prep (1120S, 1065, Schedule C)
Plan holders agree to autopay by subscribing. You can unsubscribe at any time PRIOR to your next pay date. NO REFUNDS.
Frequently Asked Questions
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