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

Do I Need A CPA As A Real Estate Investor?

August 11, 2021

A tax professional who is knowledgeable about real estate -- and preferably has real estate investing experience themselves -- will save you time, money, and headaches.

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Rental Property Café™- Episode 2 - Ask Yourself These 6 Important Questions When You Inherit Property

July 8, 2021

You've inherited property. Now, what? Should you live in it? Sell it? Rent it? Refinance it? Here are six questions that you should ask yourself before you decide what to do.

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Rental Property Café™- Episode 1 - How We Got Started In Real Estate

April 19, 2021

Real Life Planning launches a podcast with Episode 1 of the Rental Property Café™. Hosts Cynthia Meyer and Veronica Woods discuss how they each got started in real estate investing, and what they learned which can help other professionals build diverse sources of income.

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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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