RT Invests

Services

Coaching is built for Stage 3 and beyond.

The free journey on this site is where the work happens. Walk through Stages 1, 2, and 3 first. Then, if you want a real person to pressure-test the big moves, that's where coaching comes in.

Start the journeyAlready finished Stage 3? Book a call →

Honest fit check

Coaching is a fit if…

It's a fit if…
  • You've already built an emergency fund and paid down high-interest debt
  • You're contributing to a 401(k) or IRA consistently
  • You're thinking about your first investment property, family wealth, or income beyond your job
  • You want a real person to pressure-test big decisions with
It's probably not yet if…
  • You're starting from zero with no savings
  • You're carrying significant credit card debt
  • You're looking for hot stock tips or get-rich-quick advice
  • You want someone to manage your money for you (we don't do that)

Start with the free journey.

Stage 1 and 2 are on this site, no email required.

See the journey

What we do together

Three engagement types.

1-on-1 coaching

Wealth coaching

For people who've handled the basics and are ready to make bigger decisions. We build out the next 1, 5, and 10 years with real numbers and clear priorities.

  • Portfolio review across retirement, brokerage, and real estate
  • Long-term tax strategy and account sequencing
  • Family wealth planning: 529s, estate basics, generational planning
  • Cash flow modeling for big decisions (move, buy, scale)
  • Quarterly check-ins to keep momentum
Start the journey

Wealth coaching

Real estate

Real estate investing

First investment property or fifth, this is where coaching has the highest leverage. Most rookie mistakes happen here, and they're expensive.

  • Deal analysis and underwriting
  • Financing strategy: conventional, FHA, DSCR, creative
  • Reserves planning and risk management
  • Portfolio scaling and exit strategies
  • Access to the NYC investor meetup
Start the journey

Real estate investing

How engagements work

Three formats. Pick the one that fits.

Discovery call

30 minutes · Free

We talk through where you are and whether coaching is the right fit. No commitment, no pitch.

Sweetheart starter

2 sessions · $399

Two 45-minute sessions, two weeks apart, focused on one topic. The simplest way to dip in.

Ongoing engagement

3 sessions $1,097 · 12 sessions $3,788

Pack of sessions paced monthly or quarterly so we can work the whole portfolio over time.

You've put the work in

Ready to put real money to work?

You've moved through the foundation, the growth, and you're eyeing the bigger moves. That's where 1-on-1 coaching kicks in.

Book a strategy call