A complete list of active advisors currently associated with Real Life Planning
Warmer can help you find a great advisor at Real Life Planning or one who fits your needs even better.
Real Life Planning serves individual and high‑net‑worth clients with a mix of project‑based and ongoing financial planning, coaching, and portfolio management. Offerings include one‑time planning engagements, subscription coaching programs, public online courses, and employer worksite financial education. The firm follows a planning‑first process delivered through tiered programs (AIM, LAUNCH, LIFT) that produce written or electronic plans and ongoing coaching; when investment management is used it emphasizes passive, Modern Portfolio Theory‑based allocations and may place assets with third‑party managers (e.g., XY Investment Solutions) for discretionary management. Real estate is a recurring focus in client work—rental property and real estate retirement projections are integrated into cash‑flow, retirement, and risk reviews, and the firm provides real‑estate coaching alongside financial planning. Noteworthy for a small supported firm, Real Life Planning maintains a substantive public education capability: it develops fee‑based online courses, conducts seminars and employer workshops, and offers one‑on‑one employee consultations with follow‑up action plans, using market research and annual surveys to set course topics. The firm’s small advisor team and limited client roster support individualized deliverables and regular coaching touchpoints rather than large‑scale asset‑management only relationships.
To learn more about the advisors currently working at Real Life Planning, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Gladstone, NJ
| 10
|
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