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.
There are many types of “financial advisors”. In order to understand what you are paying for and what type of service you will receive, ask the financial advisor a series of challenging questions to gauge their fit for your family’s needs.
We believe in placing your best interests first. Therefore, we have signed a fiduciary oath and proudly commit to placing your best interest first.
We’ll keep this short: Real Estate Wealth Planning was founded by a pregnant woman married to a REALTOR® during a pandemic for one simple reason… Real estate professionals simply aren’t often able to get fair, unbiased financial advice tailored to your unique needs.