Cynthia Meyer
@reallifeplanning.com
Fee-Only Certified Financial Planner for Real Estate Investors. Do you own rental property or are you thinking about getting started as a real estate investor? Build financial independence with Real Life Planning.
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#E74C3C
Cinnabar
231, 76, 60
6, 78, 57
0, 67, 74, 9
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204, 204, 204
0, 0, 80
0, 0, 0, 20
#0F7A79
Surfie Green
15, 122, 121
179, 78, 27
88, 0, 1, 52
About Cynthia Meyer
Real Life Planning is a fee-only financial planning firm serving real estate investors and people who are considering entering the rental property market. Its CERTIFIED FINANCIAL PLANNER™ professionals and fiduciaries provide unbiased guidance for a transparent monthly fee, without commissions or sales pitches. The firm’s planners are also rental property owners and investors, bringing practical real estate experience to financial planning.
Real Life Planning helps clients connect property decisions with their broader financial goals, including retirement, income, taxes, investment risk, and financial independence. Its clients include landlords growing their portfolios, first-time investors, homeowners exploring rental income, people managing inherited properties, and investors evaluating 1031 exchanges, DSTs, or syndications.
Services include LIFT, comprehensive financial planning and investment management; LAUNCH, financial coaching to build money-management skills; AIM, project-based planning and investment analysis; and LIVE and LEARN, workshops, events, and online education. The firm can help clients assess property purchases or sales, plan portfolio growth, and coordinate real estate with other investments.
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