An easy-to-understand overview of assets, liabilities, and net worth, featuring warm visuals that clearly convey information. Just like any well-run business, your personal balance sheet should always be in check, up to date, and tracked to monitor trends over time.

Easily visualize where your cash is coming from and going each year. Model extra income generated from rentals, flipping, and wholesaling. Cash flow mapping is available in three different views: waterfall, breakdown, and detailed. Cash flow includes rental real estate and federal and state tax estimates.

Track key elements of all income-producing real estate. Values are projected and included in Cash Flow Mapping.

Manage credit cards and bank accounts, track spending in various categories, and see how you are doing against monthly budget goals. Work to eliminate unconscious spending that doesn’t align with your values and sets you back from achieving your goals.

Take control of your financial journey with a powerful debt management tool that brings clarity and strategy to your repayment plan. This feature allows you to view all your debts in one place, compare payoff methods like snowball vs. avalanche, and even model refinances to optimize your payments. With detailed loan breakdowns and customizable strategies, you’ll see exactly how each decision impacts your bottom line—making it easier to eliminate debt and build a stronger financial foundation.

Build financial resilience with a clear, personalized liquidity plan. Define your ideal emergency fund, compare it to your current liquid assets, and identify any surplus or shortfall. You’ll see a breakdown of monthly expenses and asset categories—like bank accounts and investment cash—making it easy to understand where you stand and stay ready to act when opportunity knocks.

Bring bank accounts, credit cards, mortgages, and investment accounts all in one place. It’s finally easy to see the full financial picture.

Don’t let important action items related to your real estate business fall through the cracks. Schedule and prioritize tasks and reminders to keep momentum rolling and stay on top of things.

 An easily accessible, highly secure location to store documents and other files associated with your real estate business.

One-Time Onboarding Fee |  $750

MNREIA MEMBER PRICE $500

Pricing Includes:

 One 60-minutes virtual onboarding meeting with Limited Planning.  

 Two 30-minute virtual Fine Tuning Meetings. 

 Access to Email support for 60 days.