Career Change with Confidence Plan
This plan is perfect for corporate employees looking to downshift their career or exit their day job completely.
What You Get:
You get four meetings with Dave
and in-between meeting work to create your:
- Customized RightCapital Cash Flow Plan to map out different pathways to make this career change possible.
- Comprehensive Income Replacement Plan to replace portions of your current corporate salary with other active, passive and semi-passive sources of income.
- Prioritized action plan to keep you focused on the tasks that will make this transition possible in the least amount of time with the least amount of effort on your part. You can do this!
What It Costs:
$2,500 – $3,500
Career Change with Confidence FAQ’s
Can you help me transition from a corporate job to self-employment?
Yes! I ran Rowan Financial as a side hustle while working a corporate job and successfully made the transition to full time entrepreneurship in 2017. I now help professionals build new income streams and exit their day job. You can do this!
I'm trying to figure out how much money I need to save for this career transition. Can you help me with that?
Can you help me learn how to invest in real estate to build passive income as a part of this transition?
Absolutely. I’m both a CERTIFIED FINANCIAL PLANNER® and real estate investor myself. I have personally owned multi-family properties, fix-and-flips, BRRRR’s, short-term vacation rentals and co-living spaces. I can help you invest in your first property or grow an existing real estate portfolio.
If I leave my job can you help me with a 401k rollover?
Investment management is not included in this plan. If you’re looking for help with your 401k, consider the Manage My Money Plan.
Can I check in with you at a later date once we complete my plan?
Of course! Whether you want to regularly meet afterwards or just check in as life circumstances change, you will receive a lifetime 20% discount on my current hourly rate.
What It Costs:
$2,500 – $3,500
• Plan pricing is based on the complexity of your financial situation. Complexity increases with the addition of elements such as real estate investing or owning one or multiple businesses.
• Ongoing support to help you implement your plan is available beyond this five meeting package at a discounted hourly rate of $240/hour.
Together We Will
Create multiple retirement plan scenarios that look at the impact of varying your age of retirement, spending in retirement and incorporating goals like expanding your real estate portfolio, travel or transitioning to more passive forms of real estate investment.
Determine whether properties can be passed along to children or may need to be used to help fund your retirement.
Incorporate the best tax planning strategies available to you as a real estate investor to make the most of these assets for you and your family.