Annual Financial Physical

What to Expect

Who It’s For: Clients who’ve already completed The Wallet Wellness Exam™ (within the last 12 months) and are ready for their annual financial tune-up. Perfect for rental owners, first-time homebuyers, and entrepreneurs who want to keep their income systems strong, their credit in good standing, and their cashflow ready for the next big move. What It Is: Your Annual Financial Physical™ is a full-body diagnostic for your finances. The yearly check-in to measure progress, treat any new “financial aches,” and strengthen your income health for the year ahead. We’ll review last year’s plan, assess performance against your goals, and design a fresh 52-week cashflow prescription that aligns with your current income, expenses, and financial priorities. What’s Included: Comprehensive Financial Health Review: Evaluate the previous 12 months of personal and/or business cashflow, savings, debt management, and rental performance. Income Vital Signs Scan: Check your credit, business revenue, and fundability metrics to ensure they’re trending in the right direction. New 52-Week Cashflow Plan: Build a tailored week-by-week cashflow system designed around your upcoming goals — whether that’s purchasing your next property, paying down debt, or improving liquidity. Progress Report & Prescription: Clear recommendations and next steps to keep your financial wellness stable and prevent future “money emergencies.”