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 have.) and 20 years of excellence at generous prices, all gone.

He is a very conservative investor and gives excellent advice which helped me a lot.

Outbound marketing, a solid website with excellent SEO. 

We have a VA so she does all the tagging and I ask her to export it from Baselane, into excel, then I review it and give comments.Going Digital: Scanning and storing my receipts in real time saves me from searching for that one $17 plumbing supply receipt.

I'm not sure I can copy and paste my Excel spreadsheet, so i will approximate the numbers here.Strategy:Take a Home Equity Loan (second) on our primary @ 5%.Pay off existing HELOC (variable, at 7.5% now), use remainder ($120k) to buy the land (plus 30k of our own cash).

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!

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

Excellent communication by his team and hasn't missed a distribution in almost a year ive been invested.