I would say a general range would be $2,500 - $5,000 per year.On the financial planner side, I'd recommend getting a fee only CFP.

The leads you’re getting are probably tire-kickers or just early planners testing the waters.

I would hire the best fee based financial planner.

Business Cards "A" Frame Signs Non Owner Occupieds Paper Signs on Poles Join Community Organizations Hire a Sign "Flipper" Bandit Signs Church Small Groups Hard Money Lenders Door Hangers Sponsor An Event Developer and Builders Hand Outs Charitable Donations Mailmen Flyers Charitable Raffles Your Competitors Title Companies Host or Co-Host a Charitable Function Local Employers Closing Agents Hold a Free "How To" Seminar Rent to Own Stores C.P.A.s Booth at the Home Show Referrals Attorneys Fliers to Weekly Hotels Your Existing Occupants Property Managers Put Up Signs on Your Properties Have Your Voice Message Urge Caller to "Tell a Friend" Financial Planners Ads for Other Properties Free Publicity Financial Advisors Join the BBB Sponsor A "Food Truck" with Your Promo Info Insurance Salesmen Bankruptcy Filings Pay for an Ad on an Ice Cream Truck Investors Court Filings Write Articles for Papers Your Contractors Probate Interviews for Radio, TV, Newspapers Your vendors New Baby Announcements University Bulletin Boards Door To Door Mail to Landlords List on Fizber.com Free Gift Offer Signs at the Gate to an Army Fort Weekly or Community Newspaper Ads Apartment Complexes Signs at the Gate to a Sub Division Bulletin Boards At Safeway/Albertsons/Krogers Mailers Hire a Student To Hand Out Fliers Minor Newspaper Ads FSBO.com Promo Material - Calendars, Notepads Newspaper Weekend Ads Magnet Signs for Your Cars Co-operative Advertising Real Estate Magazines Flying Banners Craigslist FSBO Magazines Trade Shows Website FSBO Signs in Yards Festivals Bus Stop Signs Restaurants Fairs Adopt a Street Sign Restrooms Balloons Laundromats Mail Centers Movie Theater Commercials Car Washes Billboards Rent a McDonald's Sign Auto Shops T-Shirts and Hats E-Mail Blasts Google Ads Twitter Radio Ads Expired MLS Listings Sponsor a Sports Team Free Information Report Open Houses Real Estate Agents Probates Pre-foreclosures Loan Officers

Quote from @Jen Menchaca: Hi Zach, I’ve recently purchased a planner that is very similar to this.

Coordinating with an estate planner is critical to ensure the transfer doesn’t inadvertently create a taxable event or complicate Medicaid planning.Refinancing / BRRRR strategy: Using the gifted property to refinance and fund another property can work, but you need to make sure lenders are comfortable with the structure.

Sit down with a tax planner/CPA who can look at everything holistically and guide you to the structure that best supports your goals.

That long-term planner energy is exactly what makes great investors and even greater leaders.Your global perspective is powerful — especially with your language background and community throughout the EU.

Daniel,Thank you for the comprehensive information.I've thoroughly researched SB9 and have had a meeting with the city planner, resulting in a list of requirements.

For example: a most recent STR transaction we have pending, the STR permit does not transfer outright, but we verified with the planner directly that if the client submits the single page application on Monday - the permit will be issued by Friday.- HARD PreQualification and SOLID mortgage broker or loan officer.