Don’t FSBO your financial plan — we’ll help you make the right financial decisions both now and in the future.

Comprehensive Financial Planning Partnership:

This is our core service for clients. We begin with an initial onboarding process and then we partner with you to implement your customized financial life plan, usually covering the following topics: 

• Short- and long-term goal setting
• Personal & business cash flow
• Debt assessment
• Risk management (insurance)
• Employee benefits
• Tax planning
• Retirement planning
• Investments
• Estate planning

Full implementation takes approximately one year from the start of our engagement.

Preview our Client Engagement Standards here. 

Is this right for me?

If you have the ability to save at least 10-20% of your income, want to  minimize your tax bill by saving aggressively for retirement, or have a household net worth of approximately $500,000+, then this is for you. 

For REALTORS® and self-employed clients, comprehensive planning includes reviews of your tax return and business income, expenses, and tax deductions, thus ensuring that you are running your business efficiently. We do not prepare taxes, but we will coordinate closely with your tax preparer on any action items. Some clients choose to use our third party tax partner XY Tax Solutions for tax preparation; other clients use their own tax preparer. We do provide bookkeeping, payroll, and LLC + S corporation setup for real estate professionals. Details here.

After the onboarding process is complete, each client will receive a customized annual service calendar tailored to their unique financial planning needs. 

We will present a precise fee schedule after reviewing your net worth, documentation, business structure and complexity.

Fees are calculated per household based on household net worth and will be clearly communicated prior to onboarding. We do not have a minimum investment account size.

We only receive compensation from clients. We do not sell any products or engage in referrals that provide commissions or other compensation.

After our free initial consultation, we schedule a 90-minute discovery meeting. Prior to this meeting, you will receive “homework” to gather financial documents. During this meeting, we will deliver a short action plan and high-level analysis of your situation. You may also use this time to “ask a financial planner anything”.  

After the Discovery meeting, clients can choose to convert to ongoing financial planning with Real Estate Wealth Planning, or you can choose to self-implement (DIY) the actions we discussed in our Discovery meeting. 

There are no contracts, but clients should understand that a comprehensive financial plan takes about one year to initially implement. Our goal is to provide clients with value from financial planning that exceeds the fees paid. We will happily provide a refund to clients that do not perceive value.

Tax Planning + Bookkeeping + Payroll Services

Many real estate professionals do not know if their business is set up and running efficiently.

We often work with agents who struggle to make business and personal savings decisions because they are unaware of their revenue, expenses, and profits. 

We also frequently see agents overpaying in taxes because their business is not properly structured and they have not engaged in effective tax planning.

Accounting Services:

• LLC Formation
• S-corporation election
• Tax planning
• Bookkeeping
• Payroll
• Annual tax report
• Coordination with tax preparer

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