Not sure you're ready to buy your first property? Learn more about the STARTER PLAN.

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YOUR FIRST Real Estate Investment STARTS WITH A PLAN

Assess your readiness, identify a strategy that may fit your goals, and explore U.S. markets to consider. Then review your personalized results with me during a private 30 minute session.


Introductory Price:  $147

GET MY STARTER PLAN

Assess Your Readiness

Understand where you stand financially and what may need attention before you invest.

Identify Your Strategy

Explore the residential investment strategy that may fit your goals, finances, and preferences.

Explore Your Markets

Identify U.S. markets that may align with your investment profile and priorities.

What You Receive

Your Real Estate Investor Starter Plan includes:


  • Interactive investor assessment
  • Personalized investment readiness results
  • Investment strategy based on your goals and preferences
  • U.S. markets to explore
  • Personalized PDF investor report
  • Private 30 minute Investor Starter Plan Review with Monica Jerez

Get my starter plan

REAL ESTATE INVESTOR STARTER PLAN

HOW IT WORKS

  1. Purchase your Starter Plan. Complete your secure payment online.
  2. Complete the assessment. Answer questions about your goals, financial situation, and investment preferences.
  3. Receive your report. Your responses will be used to prepare your personalized investor results.
  4. Meet with Monica. Schedule your private 30 minute session to review your results and discuss your next step.

IS THIS FOR YOU?

The Real Estate Investor Starter Plan is designed for aspiring and first time residential real estate investors who:

✓ Want to invest but are unsure where to begin

✓ Need to determine whether they are financially ready

✓ Are uncertain about which investment strategy may fit them

✓ Want help identifying U.S. markets to research

✓ Value experienced, personal guidance before making their first move

WHY I CREATED THIS PLAN

I purchased my first investment property over 25 years ago without a mentor or a step by step plan.


Since then, I have built a real estate portfolio across Guatemala, Minnesota, and Florida while completing a 32 year corporate career. I have also been a licensed Florida Realtor® since 2003.


I created the Real Estate Investor Starter Plan to give new investors something I did not have when I began: an informed starting point and an experienced person with whom to discuss it.


Sometimes the right next step is buying a property. Sometimes it is improving your financial readiness or conducting more research. The purpose of this plan is to help you determine what your next step should be.

START WITH A PLAN BEFORE YOU INVEST

Receive your personalized Real Estate Investor Starter Plan and review it with me during a private 30 minute session.  After purchasing, you will receive instructions to download the assessment tool and schedule our private session.


Price: $147


Whether you are ready to invest now or need more preparation, you will leave with a better understanding of what to do next.



For educational and informational purposes only. This plan does not constitute financial, legal, tax, lending, or investment advice. 

Consult the appropriate licensed professionals before making an investment decision.

get my starter plan

Copyright © 2026 Monica Jerez LLC - All Rights Reserved.

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PLAN First. INVEST Second.

BUILD YOUR PLAN BEFORE YOU BUY.


Still wondering where to start? 


You'll receive: 

✓ Investment readiness assessment tool 

✓ Personalized plan based on YOUR goals and budget 

✓ 30-minute one-on-one strategic planning call with Monica 


"I spent 28 years figuring this out.  You don't have to."  — Monica Jerez

See the STARTER PLAN