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REAL LIFE PLANNING
Real Life Planning offers unbiased personal financial planning for real estate investors and those who dream of it. It is a Fee-Only fiduciary firm and...
Overview
Real Life Planning offers unbiased personal financial planning for real estate investors and those who dream of it. It is a Fee-Only fiduciary firm and CERTIFIED FINANCIAL PLANNER™ (CFP®) practice that works for clients, not Wall Street. The firm provides comprehensive financial planning, coaching, project-based planning, workshops, and education focused on rental property and real estate investing. Its planners are also rental property owners and investors.
General information
Firm type
RIA
Principals
Cynthia Meyer
Frequently asked questions
Who runs investment decisions at REAL LIFE PLANNING?
No named investment professionals or decision-makers have been identified in public records. The firm's leadership profile is not available.
What is the investment focus of REAL LIFE PLANNING?
The firm's target asset classes, sectors, and geographies are not publicly documented. No confirmed portfolio holdings or deal activity exist in open sources.
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