$97, thirty minutes

The Hidden Capital Audit review.

You run the audit. I read it before we meet. Then thirty minutes on Zoom to tell you what I would actually use, what I would leave alone, and whether the plan the AI gave you survives contact with the rules.

Book a time, $97

What you leave with

Five things, all of them written down by the end.

01

Your Capital Inventory, edited

What I would actually use and what I would leave alone. The audit lists everything. Part of my job is telling you which parts to ignore.

02

A yes or no on your on-ramp

Whether the path the audit picked is right for you, and mine if I disagree.

03

The retirement and HELOC moves, checked

The 401(k), Roth and HELOC pieces run against the actual rules and your bracket, with the sequence corrected. This is where most self-built plans go wrong, and it is the part I spent nine years around at Deloitte.

04

What a first property in your market should earn

Real revenue expectations for your market and property size, and the buy box that comes out of it.

05

Your next three steps, in order

And the first one is due before we hang up. Not a homework list you file away.

Before you book

One prerequisite, and it is not optional.

Run the Hidden Capital Audit prompt from the guide and send me the document it produces at least 24 hours before our call. I read it beforehand so we spend the thirty minutes on your decisions instead of on data entry.

If you arrive without it, we will spend the call building the inventory and you will get far less out of it. That is a worse use of your money than an hour of your own time would have been. If you do not have the guide yet, it is $27 and the prompt is in it.
Get the guide first

Fit check

Be honest about which column you are in.

This is for you if
  • You want a first short-term rental and are not sure you can fund one
  • You ran the audit and want someone who knows the rules to check it
  • You are considering a retirement account or HELOC move and want it pressure tested
  • You would rather be told no than be sold yes
This is not for you if
  • You have a specific property under contract, which is a Deal Review instead
  • You want your tax return prepared or reviewed, which I do not do
  • You have not run the audit and do not intend to

If it goes further

The $97 comes off a full engagement.

Some people leave this call with everything they need. Others realize they want me on the actual deal. If you book a Deal Review or a Launch and Qualify engagement afterward, the $97 is credited against it.

This is a paid consulting conversation, not tax advice, and it does not create a CPA client relationship. I am a CPA but I am not your CPA, and nothing we discuss is a substitute for your own advisors reviewing your specific facts before you act.
See the full engagements