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 provides financial planning and portfolio management to individuals and high‑net‑worth clients through project‑based engagements, subscription coaching, and comprehensive planning that addresses cash flow, retirement, insurance, tax, estate, and real‑estate considerations. Clients may choose standalone financial plans, an ongoing coaching subscription with regular check‑ins, or a comprehensive program that can include coordinated investment management implemented through third‑party managers. The firm’s investment framework emphasizes passive portfolio construction aligned with Modern Portfolio Theory while also using fundamental, cyclical, and charting analysis when conducting investment reviews as part of a financial plan. For clients who opt for managed accounts, discretionary model portfolios are implemented by outside managers, and planning deliverables are paired with ongoing monitoring, monthly calls, and group or individual coaching to support implementation. Compared with many solo independent advisers, the firm maintains a structured education program—public seminars, employer financial‑wellness workshops with optional one‑on‑one employee consultations, and paid online courses—alongside its advisory services. The brochure also highlights a pronounced focus on rental real‑estate investors and small‑business owners, integrating real‑estate retirement projections and guidance on alternative real‑estate investments into its planning and coaching work.

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
Cynthia Meyer	Gladstone, NJ	11

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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