Tailored Financial Services for Real Estate Businesses.

ONGOING FINANCIAL MANAGEMENT

Personal CFO

We work closely with business owners and busy families, particularly those experiencing sudden wealth events such as receiving an inheritance, selling a business or engaging in a significant real estate transaction.

On the surface, our primary role is to streamline your financial record keeping and closely manage your investments, cash flow, tax liabilities, estate planning and more.

Throughout our partnership with each family, we facilitate critical financial and behavioral conversations among family members in order to foster a cooperative approach to your wealth management.

Requirements:

Personal CFO services are for families and business owners with ongoing household income of $400k+ or net worth of $2M+, and for individuals who are aligned with our client engagement standards.

What to expect:

Upon completion of your your initial financial plan and onboarding, we conduct meetings every 2-4 months covering a variety of financial planning topics aligned with your goals. In advance of these meetings, we provide you with information to review, and during the meetings, we focus on educating you and your family, addressing your questions, and initiating the tactical implementation of your financial plan.

Streamline business & personal finances
Coordinate with tax & legal professionals
Ongoing Investment Management
Ongoing Financial Planning

Streamline business & personal finances
Coordinate with tax & legal professionals
Ongoing Investment Management
Ongoing Financial Planning

How it’s Priced:

Every client receives a custom fee schedule based on complexity and scope of services. Fee ranges can be found in our ADV in Part 2A, item 5.

Schedule A Call

ONGOING SERVICE

Financial Planning

At Real Wealth Planning, we specialize in creating personalized financial plans that considers important elements such as cash flow analysis, retirement strategies, investment analysis, estate planning, tax strategies, debt management, and more. Once we've identified the options that best support you, we assist in crafting a plan that evolves over time, updated annually – or whenever life throws a curveball your way.

Requirements:

Our Financial Planning services are for families with ongoing household income of $400k+ or net worth of $2M+, and for individuals who are aligned with our client engagement standards.

What to expect:

Upon completion of phase one onboarding, we conduct meetings every 2-4 months, covering various financial planning topics aligned with your goals. We provide you with information to review in advance and utilize the meetings to educate you, address your questions, and initiate the tactical implementation of your financial plan. For a more detailed understanding of our process, schedule a discovery call below.

As a Financial Planning client, you will receive ongoing accountability, task management, education, and advice on all financial planning topics, ensuring your financial plan remains aligned with the life you envision.

Financial Planning Services Include:

Investments
Estate Planning
Retirement Planning
Risk Management
Budget & Cash Flow
Real Estate
Tax Planning
Education Planning

Financial Planning Services Include:

Investments
Estate Planning
Retirement Planning
Risk Management
Budget & Cash Flow
Real Estate
Tax Planning
Education Planning

How It's Priced:

We offer customized flat fees based on net worth and complexity. Our Financial Planning offerings  start at $625/mo+.

Schedule A Call

ONGOING SERVICE

Investment management

Our ongoing investment Management service is designed to provide individuals and families with the convenience of having accounts at our custodian while we take charge of managing the trading and transactions related to their accounts. We believe that the plan informs the investments, not the other way around. Our investment management services offer more than just portfolio oversight. By entrusting us with your investment management needs, you gain access to tailored, low-cost, and sustainable portfolios, as well as comprehensive financial planning.

How will you know if your investments are successful?
Will it be if you achieve a certain rate of return?
Or will it be if you can meet your goals and live the life you want to have?

We think the best way to get a good night’s sleep is to thoroughly evaluate your goals, then commit to and execute a simple, well-thought-out investment plan that you can understand. We’ll be with you every step of the way.

Requirements:

Our Investment Management offering is for clients who have completed the Onboarding process.

What to expect:

We design, implement and manage the trading and money movements to and from your accounts, ensuring the seamless execution of your investment plan based on your risk tolerance and goals.

Diversified investment portfolios
Tax-efficient savings & cash flow
Low cost investment strategies
Risk management, performance monitoring and rebalancing

Investment Management Services Include:

Ongoing access to Altruist
Required minimum distribution planning & execution
Qualified charitable distribution planning & execution
Investment Advice
Cash flow management
Portfolio Management
Asset Allocation
Cash flow management

Diversified investment portfolios
Tax-efficient savings & cash flow
Low cost investment strategies
Risk management, performance monitoring and rebalancing

Investment Management Services Include:

Ongoing access to Altruist
Required minimum distribution planning & execution
Qualified charitable distribution planning & execution
Investment Advice
Cash flow management
Portfolio Management
Asset Allocation
Cash flow management

Risk Management
Research & Analysis
Performance Monitoring & Reporting
Tax Efficiency
Rebalancing
Client Communication & Education
Compliance & Regulatory Adherence

How It's Priced:

We offer customized flat fees based on net worth and complexity. Fee ranges can be found  in our ADV in Part 2A, item 5.

Schedule A Call

RUN YOUR BUSINESS EFFICIENTLY

Tax Planning, Bookkeeping & Payroll

Many real estate professionals don’t know if their business is set up and running efficiently. We offer specialized bookkeeping, tax planning, and payroll services designed for real estate professionals seeking efficient business management assistance. Whether it's setting up LLCs or S-Corps, managing payroll, or ensuring clean and compliant bookkeeping, our services are customized to support your real estate business.

Requirements:

Bookkeeping, Payroll & Business Tax Planning is for clients with new or established businesses.

What to expect:

Our service model is designed to optimize cost savings for real estate professionals. First, we evaluate your current business structure and as needed, create an LLC, s-corporation, and/or establish payroll services. Then, our team provides continuous bookkeeping and payroll upkeep, offering essential business profitability insights for informed decision-making. Lastly, we simplify the tax preparation journey by coordinating directly with your tax preparer for your business and personal taxes, guaranteeing a hassle-free experience during tax season.

You receive ongoing management of payroll & bookkeeping, aiming to boost your profitability and maximize owner compensation, while avoiding unnecessary tax payments.

Increase business profitability
Maximize your owner’s compensation
Avoid unnecessary tax payments

Increase business profitability
Maximize your owner’s compensation
Avoid unnecessary tax payments

How It's Priced:

Ongoing bookkeeping and payroll is based on scope and complexity. Financial planning partnership clients receive reduced bookkeeping & payroll service fees. Additional a la carte services are listed below:

LLC Formation
S-Corporation Setup
Payroll Setup
Annual Tax Report

Bookkeeping Setup
Coordinated Tax Preparation
Ongoing Tax Planning

Schedule A Call

Real Estate Professionals

Streamline Your Financial Management

Navigating Financial Complexities

Market Insights and Trends

Proactive Portfolio Management

Tax-Efficient Strategies

Risk Mitigation

Legacy Planning

Continuous Client Education

ONGOING FINANCIAL MANAGEMENT

Personal CFO

Requirements:

What to expect:

How it’s Priced:

ONGOING SERVICE

Financial Planning

Requirements:

What to expect:

Financial Planning Services Include:

Financial Planning Services Include:

How It's Priced:

ONGOING SERVICE

Investment management

Requirements:

What to expect:

Investment Management Services Include:

Investment Management Services Include:

How It's Priced:

RUN YOUR BUSINESS EFFICIENTLY

Tax Planning, Bookkeeping & Payroll

Requirements:

What to expect:

How It's Priced:

Facts & Questions

How do you collaborate with real estate teams?

Do you work with real estate teams and brokerages or just individual agents?

I feel so disorganized and behind on saving for things that matter (e.g., retirement, kids’ college tuition, aging parents, etc.). How do you help with that?

Real estate professionals earn a living on commission. How is your industry different?