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.

Contact this advisor

Recently Published

Embrace These 5 Financial Habits To Manage Your Rental Property Like A Business

August 4, 2020

No matter how you own your rental properties – directly or in a business structure like a Limited Liability Company (LLC) – always treat it operationally like a separate business.

Read the full post →

Boost Your Business Financial Immune System

July 20, 2020

The financial immune system protects your business from the most harmful effects of outside events which negatively affect the demand for your products and services, or your ability to supply them.

Read the full post →

COVID-19 Impact: What’s Next For Landlords?

May 11, 2020

Are you worried about the impact on COVID-19 on your rental real estate investments? Rental property owners face new and significant business challenges due to the impact of COVID-19. I want you to be proactive and prepared to take practical steps to meet those challenges.

Read the full post →

Visit the blog →

Ideal Clients

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

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee

Fee Options

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

SEC Records