A holistic approach for agents and their clients.

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For this 30-minute webinar to learn:

• Defining rich vs. wealthy for yourself
• Financial life planning as a values-driven approach to money
• What a “Personal CFO” can do for your money

Real Wealth Planning specializes in a holistic approach to financial planning, acting as the guardrails that protect their client’s goals and dreams. Offering flat-fee financial planning, investment management & tax strategy, Real Wealth Planning works with clients to generate real wealth – the kind that isn’t measured by a number but by the freedom you have to wake up each morning and pursue what you love.

Featuring Sarah Ponder CFP®

Financial Planner Sarah founded Real Wealth Planning in order to help individuals, families and real estate professionals, find true financial freedom through comprehensive financial life planning.

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