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

Are You Financially Ready To Buy Your First Investment Property?

December 2, 2019

Spend the time financially preparing for being a real estate investor before you begin. Direct investment in real estate can be rewarding, but it comes with substantial risks – especially when you’re just getting started.

Read the full post →

What is Lifestyle Creep + 4 Ways to Avoid it

November 9, 2019

Is lifestyle creep getting in the way of your financial goals? Here are four ways to turn it around.

Read the full post →

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Ideal Clients

  • Expatriates
  • 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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