Creating a new career path
Once upon a time, just before the COVID-19 pandemic, two real estate investors and CERTIFIED FINANCIAL PLANNERS™, Scott Jensen and Cynthia Meyer, independently launched Fee-Only firms focused on financial planning for real estate investors. Scott serendipitously discovered Cynthia’s website and reached out to connect. We were delighted to discover a shared mission, and began to talk regularly about our financial planning ideas and business challenges.
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More and more Americans were becoming interested in direct real estate investing. As financial planners meeting one to one with clients, we couldn’t possibly see every real estate investor who needed personalized planning. Unfortunately, there were limited resources available at the time to help financial planners enhance their knowledge in real estate planning.
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Developing Standards for Real Estate Financial Planning
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To address this gap, we decided to share our expertise and teach other planners how to work successfully with real estate investor clients. Thus, the Real Estate Financial Coach Course was born.
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We created a comprehensive curriculum and reviewed it extensively with fellow experts Maggie Beach, Dave Rowan and Kurt Angstadt. The five of us had many spirited debates, shared diverse approaches to planning opportunities, and exchanged valuable coaching questions. We brought the curriculum to life with avatars, examples, assignments, and videos.
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In January 2023 we launched our inaugural class with enthusiastic beta testers. The updated course you will see in the Fall 2023 class has been refined and improved based on those participants’ invaluable questions, course experience, and generous feedback.
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We hope you’ll join us inside,
Cynthia & Scott
CYNTHIA MEYER, CFA®, CFP®, ChFC®
Co-Founder and Coach Training Director
Cynthia Meyer, CFA®, CFP®, ChFC® is a financial mentor, real estate investor, and coach instructor. She is the founder of Real Life Planning and co-founder of the Real Estate Financial Coach Course. Cynthia offers unbiased financial planning and learning resources to real estate investors and the financial planners who want to serve them. She is a member of NAPFA and the XY Planning Network.
Cynthia’s rental property business with her husband, Steve (married 22 years), includes single-family homes, small multi-family properties, and an apartment building. They are first generation real estate investors. Cynthia lives in New Jersey and is mom to two busy teenagers and stepmom to a fabulous adult daughter. In her free time, you can find her on Duolingo, walking/hiking, and traveling.
Scott Jensen, CFP®
Co-Founder and Coach Training Director
Scott Jensen, CFP® is a financial planner, real estate investor, and coach instructor. He is the founder of Renovate Financial Planning and co-founder of the Real Estate Financial Coach Course. He is real estate investor and an avid researcher on all things real estate and financial planning,
Scott’s real estate experience includes both long and short-term rental properties as well as syndications. He is a member of NAPFA and the XY Planning Network. When he's not meeting with clients, nerding out on real estate or researching tax strategies for financial planning, Scott can be found adventuring outside with his wife and three daughters or by the fireplace drinking coffee at his home in Minnesota.
Maggie Beach, CFP®, CPA/PFS®, RICP®, MBA
Coach Instructor
Maggie Beach, CFP®, CPA/PFS®, RICP®, MBA, is a tax advisor, financial planner and real estate investor. Her accounting firm, NexJenn CPA, specializes in individual and trust taxation with an emphasis on Real Estate taxation. Her financial planning firm, NextJenn Financial Services, focuses on retirement income planning, financial coaching, and tax-centric planning.
As a partner in NexJenn Real Estate, a property management firm, Maggie is the CFO of her family’s extensive commercial and residential real estate holdings. She a member of NAPFA and the XY Planning Network.
Through her work as a community volunteer educator for the Alzheimer's Association, she helps caregivers, who are often in crisis mode, learn how to manage their finances. In her spare time, she loves to bike and travel, and is an aspiring photographer. Maggie has been married for 29 years and raised three awesome kids.
Dave Rowan, CFP®, MBA
Coach Instructor
Dave Rowan, CFP®, MBA is a Fee-Only financial planner and real estate investor. He helps professionals, real estate investors and entrepreneurs grow, organize and protect their wealth.
Dave and his firm Rowan Financial love being a part of the team that enables you to continue to pursue your dreams of full-time entrepreneurship, real estate investing or financial freedom and create the life you were meant to lead!
Kurt Angstadt, CFP®
Coach Instructor
Kurt Angstadt is a CERTIFIED FINANCIAL PLANNER™, business owner, real estate investor, triathlete, and family man who founded K Wealth Advisors to provide insightful planning to live your best life! His real estate experience includes multifamily, single family and flipping.
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When Kurt is not focused on helping clients live their best lives, you can find him enjoying time with his family, coaching soccer or wrestling, taking a day trip to the shore, pouring a glass of wine with friends, or working on my latest project around the house. If you can’t find him doing any of those, you can bet he’s swimming, biking, or running. Kurt lives in Pennsylvania with his wife Katie and two boys.