Financial Physical

What to Expect

The Financial Physical is the one exam that finally treats your business, your rentals, and your personal finances as a single patient instead of three strangers. It starts with a Comprehensive Lab Report, a full diagnostic snapshot across all three areas of your financial health, complete with a written diagnosis and a prescription you can act on right away. From there, you get twelve months of Compliance & Document Vitals tracking, so every deadline and renewal alert gets flagged before it becomes a problem, and twelve months of Cashflow Organization, keeping your income and expenses logged, categorized, and reconciled across your business, your rentals, and your personal accounts all year long. You'll also get our signature 52-Week Cashflow Plan built out three separate times, once for your personal finances, once for your rental portfolio, and once for your business, each with its own dedicated savings fund allocations and a running weekly balance. Everything lives together in one cohesive system, so you're never toggling between five spreadsheets and three apps just to understand your own numbers. One-Time Physical — $749 The complete Annual Financial Physical, paid once, covering a full year. Annual Auto-Renew Membership — $588/year Enroll in automatic annual renewal and your Financial Physical repeats itself every year without you having to remember to book it, keeping your diagnosis and prescription current as your business, your rentals, and your life grow.