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.
- Ask Me Almost Anything - 2020 Edition
- Everything You Learned About Deal Analysis is Wrong - ROIQ+R™
- How to Get Down Payment – 2020 Edition
- Contract to Close – 2020 Edition
- Arguably the Best Class of the Year – Part 5
- Strategies to Get the Lowest Monthly Payment When Buying - 2020 Edition
- Closing Real Estate Deals - 2020 Edition
- Establishing Your Buying Criteria Workshop
- Negotiating Win-Win Inspections for Maximum Benefit - 2020 Edition
- Crushing Your Real Estate Goals Using EV
- Live Deal Analysis
- Deal Analysis Post-Coronavirus
- Financial Success Through Scary Times and Beyond
- Real Estate Investor Financing After Coronavirus
- How to Get Your Next Deal Done After Coronavirus
- Cash Flow Versus Appreciation
- April 9, 2020 - Emergency Market Update
- How to Create a Real Estate Financial Plan™
- How to Invest $100K - Detailed Financial Plans
- How to Achieve Financial Independence and Retire Early Starting with Nothing But Grit and Tenacity - 2020 Edition
- Northern Colorado Market Stats - 2019 in Review
- The Ultimate Guide to Private Mortgage Insurance
- Real Estate Appraisals for Real Estate Investors - 2019 Edition
- Evaluating Mortgages and Comparing Lenders
- Better Credit for Better Deals Improving Your Credit Score
- Beyond Cash Flow - The Return on Investment Quadrant™
- The Millionaire Real Estate Investor Class - 2019 Edition
- House Hacking versus Nomad™ - 2019 Edition
- Nomad™ 101 - 2019 Edition
- How to Acquire a Multi-Million Dollar Investment Portfolio while Earning Just $5K/month - 2019 Edition
- World's Greatest Deal Analysis Spreadsheet Unleashed - 2019 Edition
- Creating Wealth
- How to Acquire a Multi-Million Dollar Real Estate Portfolio Starting with Just $3,000 - 2019 Edition
- Buy 10 Properties - REFP Demo
- An Intro to Financial Independence Retire Early - 2018 Edition
- Side Hustles: Earn Down Payments Faster - The Amazon Class
- Buying New Houses as Investments and Nomads™
- Interview With Jassen Bowman
- Interview with Mr X
- Grit and Persistence - Brian's Story
- Insider Secrets of Experienced Home Inspector for Investors
- From Zero to a Million Dollars in Real Estate Investments Interview
- Looking at Profitable Investment Properties Tips and Tricks
- Advanced Real-Time Deal Analysis with Brian's New, Improved Spreadsheet
- Analyzing Deals Cash on Cash Return on Investment
- Finding Amazing Real Estate Investor Deals
- The ONE Thing
- The World's Best Real Estate Investing Goal Setting Class
- Contract to Buy and Sell Real Estate in Detail
- Nomad™ 101 FAQs - Nomad™ 2017 Edition
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:
- How to Add a Scenario
- Processing Scenarios
- How to Add an Account
- How to Add a Property
- How to Add an Account to a Scenario
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
- Class Watch "Get Your First Deal Done" Recording of Live Class
- Class Watch "Buying Process Overview for Nomads" Recording of Live Class
- Read "Benefits of Becoming a Client"
- 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.
- Complete "First Meeting" checklist
- Complete "Pre-Showings" checklist
- Complete "Showings" checklist
- Complete "Writing Offer" checklist
- Complete "Contract To Close" checklist
- Complete "Closing" checklist
- Complete "Post-Closing" checklist
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:
- Cap Ex – The Silent Killer – 2020 Edition
- Paying Off Debt Optimization for Real Estate Investors
- How to Acquire a Multi-Million Dollar Real Estate Portfolio Post-COVID-19 Starting with Just $3,000 - 2020 Edition
- Interest Rate Buy Down Spreadsheet
- How to Minimize Your Monthly When Making Offers to Buy
- How to Minimize Your Monthly Payment When Searching For Homes To Buy
- How to Minimize Your Monthly Payment Using Other Property Your Own
- Lowest Monthly Payment Guarantee Checklist
- How to Minimize Your Monthly Payment with Your Lender
- Should I Wait for a Real Estate Dip to Invest in Real Estate?
- Solving Tenant Challenges - 2020 Edition
- Converting Your Owner-Occupant Property To A Rental - 2020 Edition
- Managing Your Property Manager - 2020 Edition
- How to Manage Your Properties Like a Boss
- Tenant Screening Mastery - 2020 Edition
- The Ultimate Guide to Should I Pay Off My Mortgage
- Line of Credit Magic - 2019 Edition
- Advanced Lease-Option Deal Analysis - 2019 Edition
- Presenting a Deal to Potential Partners - 2019 Edition
- Bookkeeping and Accounting for Real Estate Investors - 2019 Edition
- 1031 Exchanges - 2019 Edition
- Protesting Your Assessment
- Arguably the Best Class of the Year - Part 3
- Deal Alchemy™ - 2018 Edition
- Explaining Rent To Own to Tenant-Buyers - Investor Edition
- Explaining Rent To Own to Tenant-Buyers
- Deal Analysis 301 Multi-Family - 2018 Edition
- Comparable Sales 101 - 2018 Edition
- Arguably the Best Class of the Year - Part 2
- Unraveling a Lease-Option Deal
- The Lease-Option - The Lease Part II - Nomad™ 2017 Edition
- The 5K Lease Demystified - Nomad™ 2017 Edition
- Tenant-Buyer Sales and Marketing - Nomad™ 2017 Edition
- Arguably the Best Class of the Year - Part 1
- Asset Protection 2 of 2 - Asset Protection in Practice - 2017 Edition
- Asset Protection 1 of 2 - 2017 Edition
- Emergency Plan
- Low and Nothing Down Strategies That Work In Today's Market
- The 5K Lease Demystified - Nomad™ Investor Club Edition
- Warning - The Dangers and Risks of Real Estate Investing - 2016 Edition
- How to Maximize Rental Property Cash Flow – Nomad™ Investor Club Edition
- 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.