How to get the most out of your LIFT client journey:
Initial Financial Assessment
Monthly Financial Planning Topics
Connecting Between Meetings
We believe that face-to-face collaboration through Zoom or in-person meetings helps you make the most progress in your financial journey. However, we understand that life happens and sometimes you'll want to connect between meetings. Here are some ways to get in touch with us.
- Book a regular monthly meeting to maximize collaboration. (LIFT clients only)
- Drop by office hours for group coaching.
- Send us an email. We strive to answer emails within a few business days.
- If you have a time-sensitive question that cannot wait, please call or text Cynthia at 908-274-1298.
Investment Management (Optional)
If you choose to implement your securities investment strategy with Real Life Planning, we’ll create a professionally-managed, broadly-diversified, low cost portfolio of ETFs and index funds for you. Socially responsible and tax-efficient portfolios are available as well. Investment management costs for the first $250,000 of assets under management are included in the LIFT monthly subscription fee.
If you’re interested in investment management for any of your accounts, once we are through the initial planning process we will provide you with written investment proposals for each account that you would like Real Life Planning to manage.
See Form ADV.