We are real estate investors, entrepreneurs, CERTIFIED FINANCIAL PLANNERS®, and business coaches.
We help real estate investors take practical steps to build financial freedom, create multiple sources of income, and make working for someone else optional.
WHO WE ARE
Cynthia Meyer
I'm Cynthia Meyer, CFA®, CFP®, ChFC® and I founded Real Life Planning to mentor a new generation of real estate investors. My husband, Steve and I achieved financial independence and made work optional by our 50's, while maintaining our current comfortable lifestyle. We learned that it doesn't happen overnight, but it's not as hard as you think. With repeatable processes, we were able to do it – and I believe that you can do it too.
As Real Life Planning grows, we are coaching the next generation of financial planners to mentor even more real estate investors to create rental income.
I'm Vekevia Tillman-Jones, MBA, CFP® and I joined Real Life Planning to help people in my generation create multiple sources of income so that they have the time, freedom, and financial flexibility to achieve their life goals.
My husband Brian and I are real estate investors, entrepreneurs, and parents. We're working towards financial independence just like many of our clients.
The CFA Institute is the premier global organization for investment management professionals. The CFA® designation is the highest distinction in the investment management profession, and demonstrates a strong understanding of advanced investment analysis and real-world portfolio management skills.
The National Association of Personal Financial Advisors (NAPFA) is the country's leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
CFP Board is a non-profit organization acting in the public interest by fostering professional standards in personal financial planning. Only those financial planners who have fulfilled the CFP Board's rigorous requirements and adhere to strict ethical standards can call themselves a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional.
The Life Coach School Coach Certification Program trains and certify top coaches from all over the world. Only those life coaches who have completed a year long program with a 3-stage certification process are eligible to earn LCS Coach Certification.
The Chartered Financial Consultant® (ChFC®) designation from the American College of Financial Services is comprised of coursework and examinations on the essentials of financial planning, behavioral finance and specialized planning needs.
Regardless of your age or assets, fee-for-service XY Planning Network advisors are dedicated to working in your best interests. XYPN planners hold the CFP designation, are sworn fiduciaries and offer virtual financial planning.
The Fee Only Network is a national online resource for finding Fee-Only, registered investment advisers.
The Real Estate Financial Coach Course™ offers CERTIFIED FINANCIAL PLANNER™ professionals the opportunity to develop a comprehensive foundation in financial planning for real estate investor clients.
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