You’ve Built a Legacy Through Real Estate
Now it’s Time to Protect, Optimize and Multiply It.
At Financial Planning By Design, we serve real estate investors who have grown wealth through diligence, risk, and vision—but often lack an integrated plan to match. Whether your portfolio includes rentals, commercial properties, or development projects, you face unique challenges that deserve tailored advice.
Through The Blueprint, our signature Virtual Family Office model, we deliver a level of strategic coordination most investors have never experienced—helping you move from reactive decision-making to intentional legacy planning. Building lasting wealth based on your vision and values.
Guiding Real Estate Wealth Builders Who:
Own $5M–$25M+ in real estate assets
Operate with multiple properties or investment entities
Are transitioning from active management to more passive or lifestyle-driven wealth
Are business-minded and value strategic coordination across tax, legal, and investment decisions
Care deeply about legacy, family, and long-term financial clarity
Are ready for a boutique, high-touch planning experience
Our Real Estate Planning Approach: The Blueprint
Navigating real estate wealth requires more than spreadsheets and leases—it demands a clear, integrated strategy.
The Blueprint is our signature planning process designed to help real estate investors bring structure, foresight, and intention to their financial lives.
We help you:
✅ Coordinate across legal, tax, and investment advisors
✅ Align real estate holdings with personal and family goals
✅ Plan for income, liquidity, and intergenerational wealth
✅ Optimize your ownership structure for protection and efficiency
✅ Gain visibility and control—without losing flexibility
What We Solve:
Fragmented Financial Strategy
You have a CPA, an attorney, a property manager—but no one’s seeing the full picture.
We become your family’s strategic Financial Director, coordinating every aspect under one roof.Missed Tax Opportunities
Tax-transitions and other planning tools are powerful—when used correctly.
We build proactive, personalized tax planning strategies designed for real estate complexity.
No Succession or Exit Plan
You’ve built an empire—but will it transfer the way you want?
We help design estate plans, succession and transition strategies to protect what you've built.Asset-Rich, Liquidity-Limited
Your net worth is impressive, but your cash flow can be tight.
We create liquidity strategies that don’t force you to sell or sacrifice growth.Overwhelmed by Moving Parts
Multiple properties. Multiple entities. Multiple advisors.
We streamline your reporting, simplify your decision-making, and align everyone around your goals.
This is not a generic plan. It's a living, evolving framework built around you—your values, your assets, and your vision.
