Register for a free virtual retirement savings workshop for Realtors®.
Raising kids who are grounded, generous, and smart about money. Who doesn’t want that?
The One Page Financial Plan & Building a Story Brand
Register for a free webinar for Realtors®.
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?
Sarah is returning from maternity leave and sharing her summer reading list! Real Estate Wealth Planning is also taking new clients again.
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 May, and will be available part-time in June. Ross and I are grateful for our two older children, Lucy and Hank and our extended family for their love and support.
Why? Because while markets are largely efficient in the long run, short-term anomalies are more like gambling than a true strategy you can rely on.
At Real Estate Wealth Planning, we believe that a financial plan is so much more than numbers and investments. A financial plan that you are excited to implement must be driven by your unique aspirations and definition of financial freedom.