Cynthia Meyer, CFP®, CFA® Real Life Planning

About Cynthia Meyer, CFP®, CFA®, ChFC®

Welcome! I’m Cynthia Meyer, CFA®, CFP®, ChFC®, and I am a real estate investor and financial planner who founded Real Life Planning to mentor a new generation of real estate dreamers.

At Real Life Planning, we speak both real estate and financial planning. Whether you’re adding to your properties, listing your place on Airbnb, getting started as a landlord or looking to buy a home overseas, we’ll help you create a realistic plan for your financial life goals.

As you build your investment property portfolio, we will help you plan to minimize taxes and diversify risks, manage total cash flow, and prepare for new opportunities.

Our clients are
– Rental property investors looking for a comprehensive financial plan
– Professionals considering a real estate side-hustle to expand investments
– People with inherited rental property
– Homeowners maximizing opportunities for income
– Americans looking to buy property overseas
– Expats buying homes in the U.S.

We’re a Fee-Only fiduciary firm, so we work for you, not for Wall Street. That’s why our fees are inclusive and transparent.

Direct real estate isn’t for everyone, and there are many ways to include real estate in your investment mix. We pledge to help you sort through your options and design a realistic plan that fits your life stage and preferences.

Real Life Planning works with clients virtually from anywhere and in-person in the NYC area. Interested in the real (estate) life? Book a discovery call today.

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Recently Published

Real Life Planning Podcast Episode 11: Finding Your Balance with Maddy Roche

June 23, 2022

In Episode 11, I talk to XY Planning Network Vice President Maddy Roche about getting sh*t done, learning as you go, and enjoying life now.

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Real Life Planning Podcast Episode 10: Finding Your Signal in the Noise with Neil Krishnaswamy

June 17, 2022

In Episode 10, I talk to Neil Krishnaswamy, CFP® about how the process of financial planning can help clients hone in on what’s most important in a sea of information.

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Rental Property Café™: Episode 11: Does the 1% Rule Still Work?

May 5, 2022

In this episode, Cynthia Meyer and Veronica Woods discuss the “one percent rule” in real estate, whether it is a real rule or just a guideline, and the role it plays in choosing a property.

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Ideal Clients

  • Coronavirus Relief
  • Expatriates
  • Pro Bono
  • Real Estate Professionals
  • Young Professionals

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee

Fee Options

  • Monthly Fee: $250+/mo
  • Flat Fee: $500+/engagement

SEC Records

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