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

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.

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House Hacking 2.0: 7 Surprising Ways To Earn Rental Income With The Home You Already Own

February 25, 2020

Are you a homeowner who is looking for additional sources of income? Consider House Hacking 2.0 – using your existing home to generate rental income while you are still living in it.

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3 Things I Wish I Had Known Before Becoming A Landlord

February 21, 2020

My husband Steve and I are first-generation rental property owners. Some things turned out exactly the way we anticipated, and others were a surprise.

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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

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