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Get a real diagnosis of where your money stands, without the one-on-one price tag
COMMUNITY SCREENINGS
What are Community Screenings
A Community Screening is a hybrid group session built around one specific area of your financial health.
Instead of waiting for a private appointment, you're screened alongside a small group of people working through the exact same thing you are, at a fraction of the individual clinic cost.
Every screening follows the same clinical model we use in our mobile clinics. We're not just talking at you. We're walking you through where you actually stand right now, what's working, what's working against you, and what needs attention next.
Who is this for?
It's built for people who want real clarity on their finances but aren't ready (or don't need) a private one-on-one session yet. You'll walk away with the same honest diagnosis our private clients get, just delivered in a live group format.
This is a great fit if:
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You want a clear read on where you stand before committing to a private clinic or retainer
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You learn well in a group setting and like hearing other people's questions
Industry-leading technology platform for real-time account management
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You want something affordable that still gives you a real, specific answer instead of generic advice
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You're not local to one of our in-person mobile clinic dates but still want live, guided screening
2018
Founded & Trusted Since
What's Covered.
Each Community Screening focuses on one specific area of your rental finances. Join the one that matches where you need clarity most.
FRANCESCA´S EXPERIENCE
"It was nothing short of amazing!"
Candace is an amazing young woman who is truly making an impact in the community of finance. Her platform provides education, tools, workshops to get you where you need to be. I just attended the Elements of Your Financial Health Screening and it was nothing short of AMAZING!!!! Lots of gems. Can’t wait to apply the knowledge during my process! Keep it up Candace. Glad you are part of my network!!!
Session Structure.
Every Community Screening follows the same three-part format, so you're not just sitting through a lecture and you're not just getting numbers thrown at you with no context either
01
45 MINUTES
The Education
We open with a short teaching segment on the core concept behind that day's screening, so you understand what you're actually being screened for and why it matters to your bigger goal.
02
45 MINUTES
The Group Diagnostic
We walk the group through the same evaluation we use in our private clinics, framed so everyone in the room can see where they stand without anyone's specific numbers being called out.
03
15 MINUTES
The Q&A Close
We open the floor. Group settings tend to surface questions people wouldn't have thought to ask on their own, so this is often where the most useful moments happen.
Educational Segment Outlines
PERSONAL FINANCIAL HEALTH SCREENING
Elements of Your Financial Health
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What actually shows up on a lender's radar: credit, debt-to-income, and savings patterns
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The difference between having money and being ready to buy
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Common myth we bust: paying off the balance completely before the due date is smart
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VIP Professional Analysis: Personal Credit Analysis
BUSINESS FINANCIAL HEALTH SCREENING
Elements of Your Funding Health
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What "bankable" actually means to a lender
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The few things that move the needle most: separating personal and business finances, documentation, and consistent income patterns
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Common myth we bust: personal credit doesn't affect business funding
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VIP Professional Analysis: Bankability Analysis
ESTATE PLANNING HEALTH SCREENING
Elements of Your Fiduciary Health
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Why estate planning isn't just for the wealthy, it's for anyone with property to pass on
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What a will covers versus what a trust covers, and where rental property fits into each
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How retirement plans and life insurance factor into protecting your portfolio long-term
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Common myth we bust: my will alone protects my rental property
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VIP Professional Analysis: Estate Readiness Analysis