Services

The Real Estate Financial Planner™ offers the following premium services.

The Magical Referral Experience™

Interested in buying/selling a property?

Allow us to refer you to a real estate agent/broker in your market and get access to special Real Estate Financial Planner™ perks and tools.

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Your Initial Real Estate Financial Plan™ Consultation

White glove one-on-one help planning for financial future using the Real Estate Financial Planner™ software.

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Financial Plan with CFP or ChFC*

Traditional financial plan from a CFP or ChFC that focuses on working with real estate investors.

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IMPORTANT NOTE: Since Real Estate Financial Planner™ is not a licensed CFP or ChFC, the traditional financial plan is outsourced to a licensed CFP or ChFC that specializes in real estate investments.

Real Estate Financial Planner™ Support

Need help with the Real Estate Financial Planner™ software? Purchase premium one-on-one support in 30 or 60 minute sessions.

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