The Real Estate Financial Planner™ is focused exclusively on being a hero to three specific types of real estate investors:
Over 40 Free Real Estate Investor Classes
All of our content and resources are designed to make your lives better, easier, and more profitable. Here are over 40 free classes with all the information you need to buy your next deal.
Class topics include how to get your first deal done, financing, evaluating mortgages and comparing lenders, improving your credit score, deal analysis, successful investor interviews, down payments, goal setting, the Return on Investment Quadrant™ and much, much more.
Watch 40+ FREE Videos
Enter your email to be get access to over 40 of our FREE videos on how to get your next deal done plus much more.
FREE BONUS: When you register above, we will also email you invitations to our newest live classes each week. Get the latest, most up-to-date real estate investing classes and a chance to have your questions answered live on the webinars.
Deal Analysis Spreadsheet
Videos are great, but you’re also going to need a spreadsheet to analyze potential deals and how they’ll ultimately perform as a rental. That’s why you will want to download and use The World’s Greatest Real Estate Deal Analysis Spreadsheet™.
Creating A Personalized Real Estate Financial Plan™
One of the most powerful tools we offer is the Real Estate Financial Planner™ software. It allows you to model your own investments (stocks, bonds and all types of real estate) to evaluate risk and see when you’ll reach financial independence.
You can use the software to create your own Real Estate Financial Plan™ and stress test it for market corrections or unexpected events like COVID-19.
Create a free account and then use some of these resources to help yourself creating your own plan:
Of course, if you’d prefer to pay to have someone help you, you can purchase additional support.
Free Financial Independence Book
Between graduating college and starting his first job, my 21-year-old son asked me how to achieve financial independence over burgers. I gave him the hour-long answer and promised to write the longer answer down for him.
My “longer”, written answer became the book, “How to Achieve Financial Independence and Live Your Passion Regardless of Age or Income”.
Some have called it the most amazingly detailed book on how to achieve financial independence they’ve ever seen. Download it and see for yourself.
Real Estate Investing Checklists
I’ve also prepared for you over 700 pages of detailed checklists for buying and renting investment properties. I call them the Ultimate Nomad Checklist™ and they’re available to help make your investing faster, easier, and more profitable.
The checklist is organized by week and topic.
For example, here is an excerpt about the Buying Process Overview.
- Complete "Buying Process Overview" checklist
Complete the "Buying Process Overview" checklist:
https://RealEstateFinancialPlanner.com/buying-process-overview/
Before ChecklistsBuying Process OverviewDuring ChecklistsOptionalUltimate Nomad ChecklistWeek 1
- Class Watch "Get Your First Deal Done" Recording of Live Class
Watch the recording of the live presentation of "Get Your First Deal Done" available on:
https://RealEstateFinancialPlanner.com/get-your-first-deal-done/
ASAPBuying Process OverviewClassesGet Your First Deal DoneNomad BasicsUltimate Nomad ChecklistWeek 1
- Class Watch "Buying Process Overview for Nomads" Recording of Live Class
Watch the recording of the live presentation of "Buying Process Overview for Nomads" available on:
https://RealEstateFinancialPlanner.com/buying-process-overview/
ASAPBuying Process OverviewClassesGet Your First Deal DoneNomad BasicsOptionalUltimate Nomad ChecklistWeek 1
- Read "Benefits of Becoming a Client"
Read "Benefits of Becoming a Client" blog post on:
https://RealEstateFinancialPlanner.com/benefits-of-becoming-a-client/
ASAPBuying Process OverviewOptionalUltimate Nomad ChecklistWeek 1
- Determine your Real Estate Broker
Meet with James for lunch to discuss working with him. You can request a meeting by scheduling an appointment on his calendar:
Mark this task as done once you've selected a Real Estate Broker to work with.
ASAPBuying Process OverviewDream TeamDream Team - Pre-ClosingUltimate Nomad ChecklistWeek 1
- Complete "First Meeting" checklist
Complete the "First Meeting" checklist:
https://RealEstateFinancialPlanner.com/first-meeting/
Buying Process OverviewFirst MeetingOptionalUltimate Nomad ChecklistWeek 1
- Complete "Pre-Showings" checklist
Complete the "Pre-Showings" checklist:
https://RealEstateFinancialPlanner.com/pre-showings/
Buying Process OverviewDuring ChecklistsPre-ShowingsUltimate Nomad ChecklistWeek 2
- Complete "Showings" checklist
Complete the "Showings" checklist:
https://RealEstateFinancialPlanner.com/showings/
Buying Process OverviewDuring ChecklistsShowingsUltimate Nomad ChecklistWeek 3
- Complete "Writing Offer" checklist
Complete the "Writing Offer" checklist:
https://RealEstateFinancialPlanner.com/writing-offer/
Buying Process OverviewDuring ChecklistsUltimate Nomad ChecklistWeek 3Writing Offer
- Complete "Contract To Close" checklist
Complete the "Contract To Close" checklist:
https://RealEstateFinancialPlanner.com/contract-to-close/
Buying Process OverviewContract To CloseDuring ChecklistsUltimate Nomad ChecklistWeek 8
- Complete "Closing" checklist
Complete the "Closing" checklist:
https://RealEstateFinancialPlanner.com/closing/
Buying Process OverviewClosingDuring ChecklistsUltimate Nomad ChecklistWeek 12
- Complete "Post-Closing" checklist
Complete the "Post-Closing" checklist:
https://RealEstateFinancialPlanner.com/post-closing/
After ChecklistsBuying Process OverviewPost-ClosingUltimate Nomad ChecklistWeek 13
Additional, Advanced Resources
If you’re looking for more advanced resources like:
- Upgraded Real Estate Financial Planner™ account to do better modeling, improve cash flow, speed up your journey to financial independence, mitigate risks and much more
- My personal lease and related documents that I paid over $6,000 to buy and have reviewed and improved by attorneys over the years
- My personal option agreement for doing lease-option deals
- Real estate investor bookkeeping and accounting spreadsheet
- Advanced and expanded real estate investing checklists (with checklists for after your purchase)
- Over 40 additional 2-hour classes recordings like these sample titles:
- Monthly workshops to work on improving and optimizing your real estate investing business
- Plus much more…
Check out the Pricing page to see what’s included with Premium Membership or email James at [email protected] to schedule a call to discuss buying/selling your next property to get premium for FREE after your purchase.