Learning Opportunities

DIY Learning & Group Coaching

Nobody cares more about your money than you do.

Learn the fundamentals of financial planning for real estate investors so you can DIY or have more productive conversations with your financial team. Use these resources and group coaching programs to progress at your own pace.

Disclaimer

Yes, we think you should read it.

Myreallifeplanning.com resources and courses are for educational purposes only. None of the information provided in this communication is intended as investment, tax, accounting, or legal advice, nor as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, real property, or other securities or non-securities offering. The information should not be relied upon for purposes of transacting securities or other investments, including real estate. Your use of the information is at your sole risk. All information or ideas provided should be discussed in detail with an advisor, tax professional, or legal counsel prior to implementation. There are many resources for finding professional assistance from financial planners or real estate agents. Participation in these educational programs does not obligate clients to work directly with the course instructors.

Real Life Planning, LLC is an Investment Advisor registered with the States of New Jersey, New York, Texas, Virginia, Florida, and California. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or completeness of, any description of securities, markets or developments mentioned. Please notify us if you do not receive statements from your Custodian on at least a quarterly basis. Our current disclosure brochure, Form ADV Part 2, is available for your review upon request, and on our website, REALLIFEPLANNING.COM. This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.