Financial Mentorship For The Real (Estate) Life
Are you a busy professional who owns rental property, or are you thinking about getting started as a real estate investor? Whether you're a current landlord or aspire to own your first rental, you've got a different perspective. You look at your income as a tool for building financial independence from a paycheck, not just for spending on your lifestyle.
If this sounds like you, we can help.
The real estate life can be rewarding, but it's not nearly as simple as it looks on TV. How do you know if you're financially prepared? What type of real estate investment fits your life stage and finances? What's involved in being a landlord? Are you ready to buy your next rental property? How do you know if you're taking too much risk? Will you use leverage? Where should you invest? We'll help you figure it all out so that you're pursuing a real estate life that fits you.
Realize Your Financial Potential
Whether you're adding to your properties, listing your place on Airbnb or looking for your first rental, we'll help you create a realistic plan for your financial life goals.
Fee-Only CFP® Professionals
As a Fee-Only fiduciary firm and CERTIFIED FINANCIAL PLANNER™ (CFP®), we work for you, not for Wall Street. We help you design a realistic financial life plan.
We're Real Estate Investors, Too
We walk our talk. We're rental property owners, financial planners and investors. Because we speak both real estate and financial planning, we can help you put it all together.