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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-with-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
    +$200 One Time Set Up
    Best for First Time Homebuyers or Newbies
     
    • Client App w/Unlimited Chat Access (10am-6pm EST)
    • Monthly Cashflow Adjustments
    • Personal Financial Health Portal
    • Build Out Multiple Streams of Revenue
    • Monthly 1:1 Accountability Coaching
    • Weekly 15m Virtual Support
    • Review Requests ONLY
    • 1 Quarterly Report
    • 10% off Client Services (U.S. Only)

  • Annual Wallet Wellness Exam™

    278$
    Every year
    20% off Full Exam with 1 Renewal Required
     
    • 60-Minute 1:1 Professional Session
    • Personal & Rental Credit Analysis
    • Personal & Rental Cashflow Analysis
    • Personal & Rental Tax Analysis
    • Personal & Rental 52-Week Budget Breakdown

  • Code Red

    588$
    Every month
    +$600 One Time Set Up
    Best for Owners with a Team (U.S. + Abroad)
     
    • Client App w/Unlimited Chat Access (Overnight until 4am)
    • Monthly Cashflow Adjustments
    • Personal Financial Health Portal
    • Business Financial Health Portal
    • Rental Property Management Software up to 6 Units (L/M/STR)
    • Bookkeeping Up to 1 Business
    • Monthly 1:1 Cashflow Calls
    • Quarterly 1:1 Tax Strategy Calls
    • Priority Weekly Virtual 15m Support
    • Review Requests + 2 Tasks
    • 2 Quarterly Reports (Personal + Business)
    • Money Team Coordination
    • Payroll Services for Owner + 1 Team Member (U.S. + Abroad)
    • Annual Business Review + Plan
    • 30% off Client Services (U.S. Only)

  • Code Yellow

    388$
    Every month
    +$400 One Time Set Up
    Best for Solo Rental Owners
     
    • Client App w/Unlimited Chat Access (10am-6pm EST)
    • Monthly Cashflow Adjustments
    • Personal Financial Health Portal
    • Business Financial Health Portal
    • Rental Property Management Software up to 3 Units (L/M/STR)
    • Bookkeeping Up to 1 Business
    • Monthly 1:1 Cashflow Calls
    • Quarterly 1:1 Tax Strategy Calls
    • Review Requests + 1 Task
    • 2 Quarterly Reports (1 Personal + 1 Business
    • 20% off Client Services (U.S. Only)

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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