So that I can have an idea of the best way to format it?

Spend some time every day on BiggerPockets connecting with colleagues, perusing blogs and videos, and engaging with others on the forums: http://www.biggerpockets.com/meet9.

As a custodian, they are prohibited by rule from providing any tax, legal or investment advice.An alternate format that is probably more efficient for the goals you stated is a plan offering checkbook control.  

I have read books, watched videos, attended webinars and so forth.

We're almost finished reading the Beginner's Guide to Real Estate, and we are researching and watching as many videos as we can before we actually go and obtain our license so we'll already have prior knowledge to the Real Estate Investing.

I have posted a video helping illustrate the situation and to provide a visual.

You will have to know how to dominate your local market on social media, search engines, forums, blogging and videos just to name a few.

Youtube has a how to video and you can determine for yourself if you are comfortable doing it.  

The selling point of Cozy for me was the very detailed and helpful videos they have produced for both the Landlord and the Tenant.  

The guy in the video is Danny Johnson.