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Profile

Join date: Jan 18, 2023

About

Cynthia Meyer is a financial mentor, CERTIFIED FINANCIAL PLANNER™, CFA® Charterholder, real estate investor, and real estate business coach. She is the founder of Real Life Planning and co-founder of the Real Estate Financial Coach Course, Real Estate For Generations, and the You Unlimited coaching program. She offers unbiased financial planning, business coaching, and learning resources to real estate investors and the financial planners who serve them. Cynthia lives in New Jersey with her husband and teenagers.

Posts (13)

Jul 1, 2025 ∙ 1 min
Real Estate Financial Coach Podcast Episode 13: Why Join Your Local Real Estate Investors Association with Sam Jones, CFP®, AFC®
In Episode 13 of the Real Estate Financial Coach Podcast, Cynthia Meyer, CFP®, chats with Sam Jones, CFP®, AFC®, about how joining a REIA shaped his practice, the power of pairing bookkeeping with planning, and his personal path to financial independence through real estate. Learn practical strategies to serve investor clients and grow your niche!
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Jun 16, 2025 ∙ 1 min
Real Estate Financial Coach Podcast Episode 12: How Do You Choose Your Service Model?
How should financial planners structure their services to best support real estate investors? In this episode, REFC founder Cynthia Meyer is joined by course instructor Dave Rowan to discuss how to align your niche, pricing, and deliverables with your personal strengths and ideal clients. Whether you're new to working with real estate entrepreneurs or refining your practice, this episode offers practical, real-world guidance for building a business that works for you.
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Jun 6, 2025 ∙ 1 min
Real Estate Financial Coach Podcast Episode 11: How Financial Planners Can Help Real Estate Investors
In Episode 11, Cynthia Meyer, CFA®, CFP®, ChFC®, talks with co-host, Dave Rowan, CFP®, MBA, about how financial planners add value for real estate investors—from cash flow and risk management to 1031 strategies and diversification. A must-listen for advisors and investors alike, this episode is packed with actionable insights.
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Cynthia Meyer, CFA®, CFP®, ChFC®

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The Real Estate Financial Coach course is for educational purposes only. None of the information provided in this course 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.

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.

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