Real Estate Readiness Plan
This plan is perfect for current real estate investors who want to make the most of the properties they have and potentially expand their real estate portfolio.
What You Get:
You get five meetings with Dave
and between-meeting work to create your:
- Customized RightCapital Retirement Plan to firmly answer the question, “How do I make the most of my current and potential future investments in real estate to create the life I’m meant to live?”
- Comprehensive review of your real estate portfolio to give you a read of how your properties stack up relative to one another and relative to national averages.
- Prioritized action plan to keep you focused on the actions that will make the biggest impact on your personal finances with the least amount of effort on your part.
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.
What It Costs:
$3,500 – $5,000
• 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.
