Wallet Wellness Exam

What to Expect

Your financial checkup for homeownership and rental wealth. At The Income Care Unit™, each Wallet Wellness Exam delivers a targeted diagnostic of your financial health so you can make confident, strategy-backed real estate decisions. Choose the area you need most—personal, business, or rental—or combine all three for a full-picture assessment in one appointment. Personal Wallet Wellness Exam™ A complete review of your income, credit, cashflow, and personal tax health. We determine your readiness for a mortgage or rental purchase, identify gaps, and outline your homeownership timeline. Business Wallet Wellness Exam™ A deep dive into your business income, credit, bookkeeping accuracy, tax strategy, and lending readiness. Ideal for entrepreneurs, freelancers, and rentalpreneurs who use business income to qualify for real estate. Rental Wallet Wellness Exam™ A full scan of your rental numbers—cashflow, equity, taxes, funding options, and portfolio performance (U.S. or abroad). Perfect for new landlords, inherited property owners, or anyone converting a home into a rental. Combine Exams for a Full ICU Scan Book one exam and add the other two analyses to your appointment. You’ll leave with a unified diagnosis and a clear action plan that supports your personal finances, business finances, and rental strategy all at once.