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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Real Estate Financial Planner™ Coaching

Interested in buying a rental property in the next 90 days that moves you closer to achieving financial independence while property prices are high, interest rates are high and rents are lagging?

Consider our group coaching program to assist real estate investors looking to buy a rental in the next 90 days.

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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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