Personal Wallet Wellness Exam

What to Expect

Just like your body needs a physical, your wallet needs a wellness exam. Whether you're preparing to buy property, managing rental income, or growing your business, our Wallet Wellness Exam™ checks the financial vitals that matter most—credit, budget, and taxes. 📋 What's included: 🧬 Personal Credit Analysis We’ll review your credit report, score factors, and revolving use. You’ll get a summary with clear next steps to boost mortgage or financing readiness. 💸 Personal Budget Analysis We’ll scan your income, expenses, and savings patterns to help you patch leaks and strengthen your financial behavior with a 90-day money plan. 📁 Personal Tax Analysis We’ll review your latest return for IRS red flags, refund issues, or income gaps that may affect loan approvals—plus a checklist to clean things up.