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 You Know These 5 Ways Rental Property Owners Manage Risk?

January 20, 2021

Risk management in real estate financial planning is evaluating and forecasting financial risks and identifying ways that you can avoid them or minimize their impact.

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How The New Stimulus Package Will Help Real Estate Investors in 2021

January 9, 2021

What is in the new stimulus package that could help real estate investors? The package includes provisions that will help both renters and landlords in the short run, as well as provide a broad, temporary boost for most taxpayers.

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Insurance for Real Estate Owners: How Much Of A Property Deductible Should You Carry?

October 5, 2020

How much of a deductible should you carry on your property insurance if You are shopping for a landlord policy and you must decide on the terms. A lower deductible means higher premiums. How do you decide how much of a property deductible to carry?

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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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