PERSONAL FINANCIAL PHYSICAL
Wallet Wellness Exam™
for Homebuyers & Wealth Builders
Dreaming of buying your first home, investing in your first rental, or just wanting to feel more in control of your money? At Income Care Unit™, we believe your financial health is the heartbeat of your future wealth and security. Whether you’re preparing for homeownership or just want a clear snapshot of your finances, our Wallet Wellness Exam™ gives you the clarity and confidence you need to move forward.
Money management may not be your thing, but it's definitely ours.
You don't have to do it all alone.
We’ve helped countless first-time homebuyers, new landlords, and everyday people who felt overwhelmed by saving, budgeting, or understanding their credit. You deserve a financial support system that makes things simple and actionable, not stressful or confusing.
We’ll help you organize your money, spot opportunities to save, and build a strong foundation—so you can focus on your goals, not your worries.
Feeling buried under a financial to-do list that never ends?
Saving for a down payment, paying off debt, building your credit, and trying to keep up with bills can feel like a full-time job. And let’s be honest—most people are doing it all themselves. What you need is a one-stop solution that actually makes things easier. No confusing processes, no endless research—just real, actionable results you can use right away.
That’s where the Income Care Unit™ comes in. We take the guesswork out of your financial journey, help you optimize your budget, and free up your time and energy so you can focus on what truly matters: reaching your homeownership and wealth goals.
YOU DESERVE A FINANCE TEAM THAT WORKS AS HARD AS YOU DO
Our exam focuses on the three core “vitals” that most often trip up first-time homebuyers and aspiring landlords—credit, cashflow, and taxes. These areas can make or break your ability to qualify for a mortgage, secure the best rates, and build a strong financial future.
Credit Checkup & Action Plan
Your credit is like your financial immune system—it protects you from setbacks and opens doors to better opportunities. Our credit checkup gives you a clear analysis of your personal credit profile, explaining where you stand, what lenders see, and how your credit health impacts your ability to buy a home or rental property. You’ll know your strengths, spot any red flags, and see what’s helping or hurting your score.
Cashflow Analysis & 52-Week Budget Breakdown
Get a detailed look at how your money flows in and out each month. We’ll review your income, expenses, and savings potential, then map out a 52-week budget breakdown to help you stay on track for your goals—whether that’s saving for a down payment, building an emergency fund, or simply feeling more in control. You’ll spot patterns, find leaks, and get a plan you can actually stick to.
Here's How it Works
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Book your Wallet Wellness Exam™ (it will take about an hour and a half)
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Complete your intake and upload documents securely via our client portal
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Meet with your financial consultant for a deep-dive analysis and actionable plan
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Gain tools that keep your finances on track
