At Real Wealth Planning, we partner with individuals & families, real estate professionals, and organizations to create a foundation for lasting financial freedom. Through our comprehensive life planning process, our firm crafts custom financial plans that generate real wealth–the kind that isn’t measured by just a number, but by the freedom you have to wake up each morning and pursue what you love.
It’s your time to define wealth on your terms. By partnering with Real Wealth Planning, we delve into your needs, envision your future, and become your trusted sounding board, guiding you toward financial success. We do this through tailored investment options, financial planning, tax strategy and ongoing financial education.
Without trustworthy guidance on common financial issues, you risk missing out on opportunities and valuable time with loved ones. Our expert support ensures you navigate these decisions stress-free, allowing you to gain the clarity you need and cherish moments with those you love. We help you...
Ensure your investments match your goals.
Learn how to manage cash flow & expenses.
Implement financial tasks along with you.
Optimize your estate plan, insurance & taxes.
As a partner & liaison with your tax & legal professionals.
Create more space in your life do do what you love.
Our comprehensive financial life planning process begins with identifying your true values. In a series of in-depth meetings, we work with you to get clear on what matters to you, so you can define wealth on your own terms. Once we understand these, we can then implement the right investment, cash flow, tax strategy and implementation of your financial goals.
Before we start to put any financial plan in place, we help you verbalize how to align your time and treasure to your vision and values.
We learn how to address the obstacles that may come in the way of achieving your goals, and explore future possibilities with budget and cash flow.
We will present your financial plan, along with future cash flows and a overview of retirement, estate, tax, insurance, savings and investments.*
We help you and your family create the life you want, crafting a blueprint for your financial future. We also act as your personal CFO to implement your financial plan, laying the groundwork for long-term success.
We partner with individual real estate agents to create clear goals using our CFO services, as well as life planning, financial management, tax, bookkeeping & payroll.
We help real estate brokerages and teams stay financially on track through education, tax planning, and bookkeeping & payroll services, ensuring you have a solid financial plan in place for your team to succeed in the industry.
Real Wealth Planning is here to help you with all of your financial needs, including:
At Real Wealth Planning, our expertise lies in crafting personalized financial plans that take into account elements including cash flow analysis, retirement strategies, investment analysis, estate planning, tax strategies, debt management, and more. After getting to know you and your goals for the future, we create a dynamic plan that evolves over time, which includes annual updates or adjustments whenever unexpected life events arise.
This service allows clients the opportunity to partner with experienced Advisors in designing, implementing, and managing a tailored investment strategy. This offering includes investment research, analysis, selection, and ongoing tax-efficient management, ensuring that investment objectives are effectively met. For investment clients, professional management represents a means of achieving their investment goals while reclaiming the personal time they treasure.
Many real estate professionals don’t know if their business is set up and running efficiently. We provide tailored bookkeeping, tax planning, and payroll services designed for solo real estate professionals, teams and brokerages in search of efficient business management support. Whether it involves setting up LLCs or S-Corps, handling payroll, or maintaining meticulous and compliant bookkeeping, our services are personalized to bolster your real estate business. This allows your business to be scalable and profitable, while still allowing you to live a fulfilled life for you and your family.
What to consider when establishing a charitable giving strategy, experiencing a sudden wealth event, or updating your estate plan
