Finally, get answers to your most pressing questions about your situation:
- When will my rentals and other investments provide enough income for me to achieve financial independence?
- Should I sell my rental? And, if I do sell it, what does it look like if I invest it in A, B, C or D?
- What does it look like to sell some rental properties and use that money to pay off others?
- How risky is one strategy I’m considering compared to another?
- How does my asset allocation change over time with my real estate and other holdings?
- Plus, much much more…
With Your Initial Real Estate Financial Plan™ Consultation you get:
Initial Intake Zoom Meeting
We get together one-on-one via a Zoom call and we enter your information into the Real Estate Financial Planner™ software. We discuss your current plan and what you’re considering doing. This usually takes between an hour to 2 hours depending on how complex your situation is.
Learn more about the Initial Setup of Your Situation.
Analysis, Modeling and Plan Preparation
Once James has your initial information entered in the software he spends the next few days creating a variety of what-if scenarios, reports and plans. Depending on the complexity, this typically takes James about 6 to 12 hours of active work and, if James opts to do some
Presentation of Findings
After James has worked his magic, we schedule a time to get back together where James presents his findings and shows you what some possible outcomes are based on your choices and how the markets perform. This typically takes between 1 and 2 hours depending on how complex your situation is and the questions you have.
Continued Modeling on Your Own
After the Presentation of Findings we will copy the
Your Investment: $2,495
Peace of Mind from Unprecedented Insights
Once we complete Step 1, we will have unprecedented insight into your initial plan.
Then, James will make copies of your initial plan and modify it to see the impact of alternative scenarios.
With multiple Scenarios to compare, we can see the impact of things like:
- Buying more or less properties
- Paying off loans or doing cash out refinances
- Selling properties
See charts like these:
Licensing Information and Scope of Work Limitations – James Orr is a licensed Realtor in Loveland, Colorado with Your Castle Realty LLC. Real Estate Financial Planner LLC and James Orr are not SEC Registered Investment Advisors nor do they provide securities investment advice or advice regarding investing in, purchasing, or selling of securities. Real Estate Financial Planner LLC and James Orr do not provide legal or tax advice. Licensed professionals should be consulted with regard to these services.