You help people find their dream home.

We help you find financial freedom.

THE 1-MINUTE FINANCIAL CONFIDENCE CHECK

How confident are you in your financial plan?

We work with real estate professionals to build comprehensive plans that help you achieve your unique definition of financial freedom.

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Great! Let's look at other aspects of your financial life.
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Perfect! Let's plan your next steps.
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It's never too late to start.
SERVICES

Financial Plans Designed for the Life You Want to Lead

As a real estate professional, you are dedicated to helping others accumulate wealth and achieve their goals through real estate. Who is helping you achieve your financial goals?

Comprehensive Financial Life Planning

This is our core service for clients. We begin with a three-month onboarding process, and then we partner with you to implement your customized financial life plan.

*Fees start at $6,000/year based on household net worth.

One-Time Financial Life Plan

This is a three-month process that we undergo together, and then you implement recommendations on your own.  

*$5,000 individuals / $7,500 couples for a one-time plan; waived for comprehensive financial planning clients.

Investment Management Only

We manage traditional investments such as mutual funds for our clients. We do not directly manage real estate assets for clients.

*Fee based on assets under management; waived for comprehensive financial planning clients.

One-Time Projects

We provide limited-scope engagements for clients that need to review just one or two discreet financial planning topics.

*Projects are $350/hour; waived for comprehensive financial planning clients.

Comprehensive Financial Planning

This is our core service for clients. We begin with a three-month onboarding process, and then we partner with you implement your customized financial life plan.
Money and financial planning, young hispanic self-employed woman checking bills and doing budget with calculator, computer and papers in fashion design studio

Investment Management

We manage traditional investments such as mutual funds for our clients. We do not directly manage real estate assets for clients.

One-Time Financial Life Plan

This is a three-month process that we undergo together, and then you implement recommendations on your own.

christina-wocintechchat-com-HG9M8M29Ig4-unsplash

One-Time Projects

We provide limited-scope engagements for clients that need to review just one or two discreet financial planning topics.
WHO WE ARE

STEP 1:

The Discovery Phase

There are two meetings in the discovery phase and both are free – a short initial consultation and an in-depth Discovery Meeting. The purpose of this phase is simple. Your planner will ask “What brings you here today?” and we will explore what led you to the point of seeking a financial advisor. You will have as much time as you need to share your background, current life situation, and aspirations for the future. We will also thoroughly review what to expect from comprehensive financial life planning (read about the entire process here).

STEP 2:

The Life Planning Phase

Several beliefs guide our process: 

First, we know that simply naming far away goals like a certain retirement age or account balance is not enough to build a financial life plan that is uniquely tailored to the life you want to live. Second, we know that your true passions and relationships will be the ultimate drivers of your financial life plan. Third, we know that goals and life situations can change over time, so we iterate your plan as “life happens” and will be with you as a partner every step of the way.

During onboarding, we will have two in-depth meetings discussing what truly matters to you and your family. How do you want to spend your time? How satisfied are you with your current work? What do you truly enjoy? What kind of legacy do you want to leave? To prepare for these meetings, you will be given a series of exercises that we will work on together throughout the comprehensive financial life planning process.

STEP 3:

The Financial Planning Phase

The financial planning phase of our process consists of several in-depth meetings where we will help you get organized, explore possibilities, learn about investments, and of course, discuss the actual strategies we can use to achieve your goals. 

We will cover every financial topic that matters to your family: retirement, taxes, debt, cash flow/budgeting, investments, employee benefits, education funding, inheritance, career progression, mortgage analysis, insurance, and estate planning. For REALTORS® and business owners, we will also review your annual business plan, expenses and strategy.

You will have access to a secure client portal to upload documents where we will create a detailed financial life plan for your family. Since we know that “life happens” sometimes, your financial plan will be a living document that we review and update regularly.

STEP 4:

The Implementation Phase

For clients that engage us in ongoing financial planning, we will be your guide and strategy partner as we implement your plan together. Every client will receive a customized client service calendar (example here). We will help keep you organized, connect you to insurance and tax professionals as needed, open and monitor accounts, give you investment advice, and much more. Ongoing financial planning fees are determined annually based on household net worth, but there are no contracts.

Want to learn more? Schedule a meeting or fill out your Asset-Map to get started. 

Designed for Your Unique Needs

Our in-depth discovery process ensures that your financial life plan is truly customized for you.

Adaptable for Life's Changes

Your financial life plan is a living document that we will update annually or anytime “life happens”.

Conflict-Free Advice

We have signed a fiduciary oath and are required to put your best interest above our own.

Dedicated to Educating You

We promise to thoroughly explain every part of your financial plan in plain English.

See your full financial picture and make better decisions about what really matters. Asset-Map is a tool that allows us to visualize your complete financial inventory on one page and inform progress toward goals. 

With intuitive mind map-like diagramming, you can see and understand your finances like never before and as a result, make better decisions about your financial future.

Asset-Map uses estimates and minimal personal information, so it only takes about 10 minutes to complete. Start yours here.

Once complete, we will send you a free one-page PDF and you can schedule a meeting if you wish to discuss it.

Curious about our privacy policy? It’s less than two pages and quite readable!

Professional Affiliations

NEWS & BLOG

Recent Posts

Summer Reading – Part 1

Summer Reading – Part 1

Three books for young people to learn about money. Investing for Kids, The Four Money Bears & Why Didn't They Teach Me This in School?

Back from Maternity Leave & Summer Reading List

Back from Maternity Leave & Summer Reading List

Sarah is returning from maternity leave and sharing her summer reading list! Real Estate Wealth Planning is also taking new clients again.

Maternity Leave

Maternity Leave

We are excited to announce that Ruth Joy Ponder has arrived and is happy and healthy. Sarah will be on maternity leave for April and

Don't FSBO Your Finances!

You deserve the same level of advocacy you provide your clients.