Real Life Planning offers unbiased financial planning and business coaching for real estate investors. We help clients take practical steps to build financial freedom and make working for someone else optional.

We're a virtual, fiduciary, fee-only wealth management firm that specializes in helping current and aspiring US-based real estate investors build financial independence and live their best life in retirement. Please see our website for more information about services and fees (we do not provide legal services).

I provide financial planning specifically for real estate investors. I combine financial planning with one-on-one real estate coaching and strategy to help my clients make better investment purchases, optimize what they have, and make better sell/1031 decisions to maximize their returns. I'm also a real estate investor (13 doors, syndications) and a Real Estate Financial Coach, and I am working through the CCIM curriculum so I can serve clients at the highest level, especially when it comes to multifamily. My goal is to help my clients make the best investment decisions that mitigate the downsides and maximize potential returns.

KB Financial Planning LLC provides full-service financial and tax planning, including tax preparation and filing. We specialize in supporting real estate investors, small businesses, and military personnel, helping you achieve your financial goals with individualized strategies specific to you (no cookie-cutter advice here!).