Why Real Estate Financial Planning May Be Right For You

Get Organized, Accomplish More

Get Organized, Accomplish More

When organized, you can accomplish more with greater ease. Our Real Estate Financial Planning program provides the resources necessary  to stay on top of all aspects of your real estate business. 

Be Strategic and Deliberate

Be Strategic and Deliberate

Having a strategic plan in place helps you be deliberate with your actions. Are you being proactive or reactive with your business? Have you determined your work-optional date? Do you know what needs to be done to achieve it? Are you on track to achieve it?  

Take Back Your Time

Take Back Your Time

Feeling stressed, worn out  or simply ready to move on to that next chapter. Real Estate Financial Planning can help you achieve a balance between work and life. Develop a plan to move past the 3 T's of owning real estate. Not everyone is meant to deal with the tenants, toilets and trash forever. 

Planning For All Levels of Expertise | From Aspiring to Seasoned Investors.

The Aspiring Real Estate Investor

The Aspiring Real Estate Investor

If you are just beginning your investing career, Acquisition Planning may be right for you.

Having clearly defined goals and a custom action plan can help minimizes haphazard guessing and help you grow smart and achieve a work optional life in a methodical way.

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The Established and Growing Real Estate Investor 

The Established and Growing Real Estate Investor 

If you are established, but still expanding your Portfolio. Acquisition and Efficiency Planning may be right for you. 

Continue to grow smart by measuring your successes and whether you are on track to obtain your goals. "Why am I spending 80% of my time on 20% of my properties?"  Get rid of under performing assets.  A Real Estate Cashflow Analysis of your portfolio can help you trim the fat, and develop a strategic plan to know when to move on, when to sell and when to buy.

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The Seasoned Real Estate Investor

The Seasoned Real Estate Investor

If you are an investor who's been around the block, doing what you do and doing it well - no matter the season!  But, for whatever reason you may be growing tired of keeping track of it all and are looking to transition to a truly work optional life where you can explore other hobbies or spend time with loved ones. Exit Planning may be right for you.

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Tools to Help You Get Organized, Be Strategic, and Free Up Your Time. 

Get Organized | Property Portfolio Dashboard. 

Portfolio Overview Dashboard

Portfolio Overview Dashboard

Whether you own one property or fifty. You will be able to keep organized and stay on top of all details in one location. Easily accessible 24/7 via computer, tablet or smart device.  

Individual Property Dashboard

Individual Property Dashboard

  • Link Mortgage and Insurance information - if data feed is supported by your institution. 
  • Store and link important documents to individual properties. 
    • Tenant Applications
    • Lease Agreements
    • Closing Documents
    • Insurance Policies
    • Property Management Contracts
    • Capital Expenditures
  • Income, Expenses, Depreciation, and Taxes are projected (for your life span) into a global Cash flow report accounting for appreciation and inflation. 
Detailed Property Analysis

Detailed Property Analysis

Do you know how your property is actually performing?

  • Total Return Breakdown
  • Debt Coverage Ratio
  • Before/After Tax Cash Flow
  • Tax Savings

Available for individual property, entire portfolio, or a prospective purchase. 

Be Strategic | Plan and Track Progress Toward Future Acquisition Goals

Goal Planning Dashboard

Goal Planning Dashboard

Organize and track future acquisitions individually and collectively with your personalized Goal Planning Dashboard. 

The probability of meeting all goals and obtaining your desired work optional life is calculated and updated as your Real Estate Financial Plan unfolds.  

We run 1000 projections with varying market conditions in order to more closely match real world market behavior. Successful projections are where all of your goals are fully funded. The percentage of successful projections is your plan's probability of success

Track Goals Individually

Track Goals Individually

Review each planned acquisition individually and determine its unique calculated probability of success. 

Modify your goal to improve probability of success if needed. 

Free Up Your Time | Reports You Can Use

Reports Center

Reports Center

  • Gain Access to 30+ multilevel reports detailing your financial situation. 
  • Reports can be modeled and projected annually into the future. 
  • Examples of reports include, but not limited to:
    • Cash Flow
    • Balance Sheet
    • Income Tax 
    • Goal Planning 
    • Estate Flow Charts
    • Insurance Reports

Pricing Options

Annual Planning Subscription

$3000 First Year 1

$1500  Subsequent years2


1Price includes analysis of up to 5 properties,

inquire about pricing for additional properties. 

250% of first year subscription fee.



Planning Fee

$250 Per hour

$2000  10-hour block

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