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

15 Ways Real Estate Investors Minimize Their Taxes-Part 1

January 18, 2022

There are many ways real estate investments have favorable tax treatment, including depreciation expense and tax-deferred like kind exchanges. This article discusses the first 5 of 15 ways real estate investors minimize taxes.

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How Does Real Estate Impact College Planning?

January 10, 2022

How do real estate investments impact college planning and financial aid applications? I’ve been thinking about this question a lot lately, as my high school senior navigates the college application process. I reached out to my friend Rynda Wilk, CFP®, MBA, a college planning expert with 21Finance, for a discussion of college financial strategies for real estate investors.

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Real Life Planning Podcast Episode 3: Marriage and Money

January 6, 2022

When couples get married, they expect that their marriage will be a romantic and spiritual partnership, and for many couples, a parenting partnership. But one thing couples often overlook is that marriage is also an economic partnership.

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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

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