# REAL LIFE PLANNING

REAL LIFE PLANNING is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://reallifeplanning.com
- **LinkedIn:** https://www.linkedin.com/company/real-life-planning

## Regulatory record

- **CRD number:** 304695
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/304695

## About

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.

## People

- Cynthia Meyer

## 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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Last updated: 2026-08-11T15:07:57.118Z

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