Real financial planning

for Real Estate Professionals, Investors & Business Owners

We help real estate professionals, investors, and business owners transform their financial assumptions into facts through an iterative planning process.

Our Process

Process is key to building a robust and flexible financial strategy. We combine best practices from the military and financial planning worlds to create a comprehensive system with your unique idea of success at its core.



We’ll get to know each other better through a series of conversations. Ultimately, we want to build trust with each other and learn if we are a fit to work together.



We dive deep into learning about you – your goals, values, and aspirations. We gather all the raw data we’ll use later to develop your tailored strategy.



We’ll take all we’ve learned about you and develop a tailored wealth strategy through our comprehensive financial planning process.



Once you approve your strategy, we’ll implement it and set up our ongoing communication process. We continuously update and refine your strategy as your life changes.

Fee-only Financial Planning

Just because you may not have millions of dollars doesn’t mean your financial life isn’t complex. We’ve structured our firm so you can access quality financial planning services no matter your net worth.

Who We Work With

By leveraging process, technology, and expertise, we’ve optimized our practice to effectively serve people that are drawn to real estate as a profession or as a wealth building strategy.

Real Estate Agents

Whether you’re a new agent or a seasoned veteran, we specialize in understanding the unique financial challeneges you face.

Real Estate Investors

We understand the specialized opportunities and challenges that come with investing in real estate.

Real Estate Business Owners

Whether you’re a solopreneur or the owner of a multi-city operation, we can help you optimize your personal and business capital.

Frequently Asked Questions

How are you compensated?

Vanir Wealth Strategies LLC is a fee-only Registered Investment Advisor – we do not receive commissions or kickbacks for the sale or recommendation of any financial product. Bottom line – our only compensation comes from our clients. 

Are you a fiduciary?

Yes we are! We are legally and ethically obligated to place the best interest of our clients ahead of our own and we wouldn’t have it any other way.

What is a wealth strategy?

A wealth strategy is an ongoing financial planning process that aligns your personal values with your personal capital. By combining best practices from the financial planning world and the U.S. Army’s “Military Decision Making Process,” we create a systemic process that allows for thoroughness while retaining the flexibility necessary to adapt to inevitable changes in your life. 

Do I have to move all my investment accounts to work with you?

Absolutely not. Investments are only one part of a comprehensive wealth strategy. We’re able to serve as your advisor whether you decide to invest with us or not. That’s the beauty of our model – flexibility.