I know I can create a series of my own documents regarding this in Word and Excel, but am wondering if there is some kind of software package out there that handles this problem?

I feel like they took my money and didn’t give the excellent service advertised on their website.

@Patricia Andriolo-BullStessa is an excellent platform for tracking income and expenses for investors; it is user-friendly.

You clearly found an excellent niche for yourself, hoping to do something similar myself.  

My W2 income is very high (+$500k), excellent credit, but I hate my job and I want to leave within a year or two. 

@Michael Plaks This is an excellent clarification!

No reason stated I had great credit score cash on hand excellent properties.

Since seller-paid fees usually cover their services, you get local expertise without additional expenses.Final ThoughtsLive where you like, but invest where you can achieve financial freedom.Out-of-state investing has proved to present excellent opportunities.

I feel like there are some strategies and follow up I'm missing and hoping to work for a capital raiser or an investing group as a capital raiser, so that they can focus on what they excel at, rehabs and project management.

The lower barrier to entry would be excellent for my personally smaller net worth.