Real Life Planning
Finance · United States · 1-10 Employees
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Overview
Headquarters
United StatesWebsite
www.reallifeplanning.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
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1
About Real Life Planning
Real Life Planning is a fee-only financial planning firm specializing in serving real estate investors and those aspiring to invest in real estate. They offer comprehensive financial planning, coaching, and educational resources tailored to help clients achieve financial independence through real estate. Their services include personalized financial strategies, risk assessment, and investment management, ensuring clients understand their full financial picture. The firm's ideal clients are rental property owners, busy professionals looking to invest, and individuals seeking to optimize their financial life while navigating real estate opportunities.Explore more
Real Life Planning Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2014
MZ
Mitchell ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
Company Profile Activity
Activity Insights
Real Life Planning is experiencing very low activity levels compared to other companies in the Finance sector.
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Real Life Planning is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Real Life Planning.
Real Life Planning Tech Stack
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Real Life Planning is a fee-only financial planning firm specializing in serving real estate investors and those aspiring to invest in real estate. They offer comprehensive financial planning, coaching, and educational resources tailored to help clients achieve financial independence through real estate. Their services include personalized financia... Read More
