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Don’t be too sad if you “missed out” on GameStop or Tesla.

It’s finally 2021. How should REALTORS® think about investing?

It’s finally 2021. How should REALTORS® think about investing?

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.

What is Comprehensive Financial Life Planning?

What is Comprehensive Financial Life Planning?

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.

Questions REALTORS® Should Ask a Financial Advisor

Questions REALTORS® Should Ask a Financial Advisor

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.

What is a Fiduciary and Why Should I Care?

What is a Fiduciary and Why Should I Care?

We believe in placing your best interests first. Therefore, we have signed a fiduciary oath and proudly commit to placing your best interest first.

Welcome to Real Estate Wealth Planning – We’re So Glad You’re Here!

Welcome to Real Estate Wealth Planning – We’re So Glad You’re Here!

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.

Looking for something useful?

Everything real estate pros need to know about financial advice

We put together a guide with 80+ links to curated resources on topics that REALTORS® need trustworthy information about – retirement, taxes, education, estate planning, insurance, cash flow, and much more.