HEY CURRENT OR FUTURE WEALTHY HOMEOWNERS
Wallet Wellness Exam™
Your Financial Health Checkup
for Homebuyers & Landlords
Feeling overwhelmed by the journey to homeownership or managing your rental finances? You’re not alone! At Income Care Unit™, we know that financial health is the foundation for building wealth through real estate. Our Wallet Wellness Exam™ is your all-in-one, personalized financial checkup—designed to simplify your path, optimize your budget, and set you up for success as a confident homeowner or rentalpreneur.
Money management may not be your thing, but it's definitely ours.
At the Income Care Unit™, we’ve helped countless first-time homebuyers like you who felt overwhelmed managing their finances while trying to save for their dream home.
Success isn’t a solo journey. Let us be the financial support system you deserve. Together, we’ll simplify your path, optimize your finances, and turn your dream of homeownership into a reality.
Feeling buried under a financial to-do list that never ends?
You likely started your journey to homeownership with excitement and hope for the future. But now, you’re buried under the weight of endless tasks—saving for a down payment, managing debt, and trying to figure out how to improve your credit—none of which feels like the dream you envisioned.
And let’s be honest—you’re doing EVERYTHING yourself.
What you need is a simple, all-in-one solution to lighten the load. No confusing processes, no endless research—just real, actionable results.
That’s where the Income Care Unit™ comes in. We simplify your financial journey, optimize your budget, and help you focus on what truly matters: qualifying for and buying the home that aligns with your dreams.
LET US HANDLE THE REST. YOU DESERVE A TEAM THAT WORKS AS HARD AS YOU DO
Our Wallet Wellness Exam evaluates three key areas that often lead to homebuyers, homeowners, and rentalpreneurs being denied or settling for unfavorable rates.
Credit Checkup & Action Plan
Our credit analysis and action plan is designed to help users improve their credit scores within approximately three months. This plan provides a structured approach to credit management, guiding users through specific actions and strategies aimed at enhancing their credit profiles effectively. By following the action plan, individuals can work towards achieving better credit health and financial stability.
Cashflow Analysis & 52-Week Budget Breakdown
Take control of your financial journey with our full financial analysis tailored specifically for first-time homebuyers. This service provides a detailed review of your current financial situation, including income, expenses, credit health, and savings potential. With our 52-Week Breakdown Budget, you’ll receive a step-by-step plan to manage your finances week-by-week, ensuring you stay on track to meet your down payment, closing costs, and other home-buying expenses.
Capital & Tax Strategy
Maximize your Adjusted Gross Income (AGI) and secure the highest possible mortgage approval with our expert tax preparation and strategy services. Tailored specifically for first-time homebuyers, this service ensures your finances are optimized for lenders while staying compliant with tax laws.
Here's How it Works
Book your Wallet Wellness Exam™ (it will take about an hour and a half)
Complete your intake and upload documents securely via our client portal
Meet with your financial consultant for a deep-dive analysis and actionable plan
Gain tools that keep your finances on track
