10/30/2025
Starting the new book by today - The Art of Spending Money.
Our clients all know how we’re constantly preaching the gospel of The Psychology of Money, and this is the follow up.
Are you reading it?
11/05/2024
🇺🇸Today is the day! It may take a bit to know the results, but no matter what, in January there will be 1 President, 100 Senators, 435 House Members and thousands of state and local elected officials, making decisions about our economy, communities, businesses, portfolios, schools, and families.
Today, of all days, thank a veteran for protecting our freedom to vote, and thank a civil servant for doing the work that keeps our infrastructure running so that our economy can continue creating the most wealth, prosperity, and freedom that the world has ever known.
For vetted election related information that follows ethical journalism guidelines, check out any of these:
10/29/2024
🥰All you need is love… and a good financial planner. 🎶🧩
At Real Wealth Planning, we believe wealth isn’t just a number — it’s about having the freedom to wake up every morning and spend your time doing what you love, with the people who matter most. 💙
Our holistic approach weaves your family values, life goals, and dreams into every part of your financial plan, because money should serve your vision, not the other way around.
09/21/2023
Team Real Estate Wealth Planning at our annual financial planning conference. We learned SO much that we are excited to bring back to our incredible clients!
Sneak peek: clients are about to get AMAZING new budgets!
Finally, welcome Bailee Beauchamp and Carrie Tracey to the REWP team! Formal intro posts coming soon!
08/23/2023
The success 🤩 of your financial plan is almost completely dependent on your ability to live below your means.
❌ And this doesn't mean skipping lattes! It really means looking closely at the BIG chunks of money we spend every month - particularly on our housing, transportation, insurance, and education.
Don't FSBO your financial plan! Send us a DM or click the link on my bio to get on our calendar!
08/23/2023