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Real Life Planning

Tax & Financial Services

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Markets served

Nationwide

Except the following states:

Louisiana
Washington

Licenses, Designations or Certificates

CERTIFIED FINANCIAL PLANNER®
Chartered Financial Analyst®
Chartered Financial Consultant®
Real Estate Financial Coach Course - Co-Founder & Coach Training Director
Professional Certified Coach - The Life Coach School

About us

Real Life Planning offers unbiased financial planning and business coaching for real estate investors. We help clients take practical steps to build financial freedom and make working for someone else optional.

Specialties

Financial Planning

Fee-Only
Retirement Planning
Estate Planning
Budgeting
Debt Management
Self-directed IRA
Wealth Management
Insurance Planning

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Cynthia Meyer