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Real Life Planning

Tax & Financial Services

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

Reviews (0)


0 Reviews

Our Team


Cynthia Meyer