Among other things, it keeps you focused on "the prize", and away from detours chasing "shiny objects of distraction".Go ahead an bounce your plan off me if you like.

Because we don’t sell heating and weatherization equipment and materials, nor do we do the installation, we can give you an objective opinion about which energy-saving measures can, and those that probably won't, save you money.""

Basically looking for an organized way to control investors money. 

I'm not trying to reinvent the wheel, but much like designing an app, I want to map out my strategy in a visual/flow chart to help organize it all.

Manage your time well and stay organized.  

Do you invest in a website to have organic leads come to you?

Doing a zero based monthly budget and an allocated spending plan (& using cash instead of plastic) helped us to look at our spending objectively and start chipping away at lowering our expenses.

No more distractions... no more thinking off the top of my head trying to figure out what to do... no more losing focus on what my objective is... and FINALLY having a clear written goal and a plan to accomplish it.

Is it just "what I want to make," or is there any kind of objective rule of thumb to determine how much is "fair" to target?

We should get together for coffee sometime and talk about the market in the Portland area and Brokerage firms.I would also suggest that the two of you look at joining a real estate investment organization for networking and learning opportunities.