Cynthia Meyer, CFP®, CFA® Real Life Planning
- Virtual, Gladstone, NJ 07934
- (908) 274-1298
- https://www.reallifeplanning.com/
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.
Recently Published
Rental Property Café™ Episode 19: Real Estate Investing Out of State
March 15, 2023In this episode, Cynthia Meyer and Veronica Woods discuss the benefits of investing in real estate in another state, the key items to consider before buying, and when diversifying markets makes sense.
Rental Property Café™ Episode 18: Alternative Mortgage Strategies for Real Estate Investors
February 2, 2023In this episode, Cynthia Meyer and Veronica Woods dig into some alternative financing strategies with mortgage expert and podcast guest, Julie Simmons of Brandywine Lending.
Real Life Planning Podcast Episode 26: College Planning for Real Estate Investors with Rynda Wilk
January 25, 2023In Episode 26, I speak with college planning coach and CERTIFIED FINANCIAL PLANNER™, Rynda Wilk, CFP®, MBA, on real estate investors and college financial aid applications.
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
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
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
