REWealth
Planning, reporting, and advisor tools for real estate.CFP® · Founder @ REWealth
Financial planning for real estate investors and the software behind it.
I work with investor households at REWealth Financial Planning. That practice produced REWealth Reports, my rental analysis software for advisors, and PlannerXchange, an advisor tool marketplace I'm building. Firms also hire me to consult on the same problems.
REWealth Reports
Rental analysis and planning scenarios for advisors.
Proof of Work
Case studies and project context.def build(workflow):
return advisor_tools
PlannerXchange
An early-stage platform for advisor-built AI apps and planning tools.Featured work
Core Projects
A planning firm, the software that grew out of it, and a marketplace for what comes next.
REWealth Financial Planning
The planning firm where everything else on this site started. I work with real estate investor households on tax-aware planning, and the problems I build software for show up here first.
Financial Planning
Real Estate
Education
Visit the firm
REWealth Reports
Advisor software I built for rental property planning. Upload a client's tax return, review the extracted Schedule E data, and build a structured portfolio with property analysis, household rollups, rent-to-comp checks, and reports.
SaaS
Advisor Tools
Reporting
View case study
PlannerXchange
An early-stage marketplace I'm building for advisor-created tools: the calculators, checklists, and small apps that often stay inside individual firms.
Marketplace
Partnerships
SaaS
See the concept
Select consulting
I take on a few consulting projects a year.
Most of my time goes to REWealth and PlannerXchange. But if your problem sits where planning, product, and AI meet, that's the space I work in every day.
Advisor AI Enablement
I built the masking layer my own firm uses, so AI work starts from masked data instead of raw client records. I help RIAs evaluate use cases, data handling, human review, and implementation risk.
AdvisorTech Product Strategy
I'm both an advisor using these workflows and a founder building software for them. I help product teams test whether a feature fits real planning work before they invest in the build.
Real Estate Planning Systems
I've encoded Schedule E review, depreciation, REPS, cost-seg timing, and rental analysis into software. I help firms make that work more consistent without removing advisor judgment.
Workflow Automation
I help teams document and automate repeated, document-heavy work. The goal is a workflow people can review and maintain, not an opaque AI shortcut.
Fractional Product Work
I support discovery, requirements, testing, and the translation between advisor needs and engineering decisions. I can work across both sides because I do both jobs.
About me
A planner who got tired of spreadsheets.
I spent years doing rental property analysis by hand for planning clients: pulling numbers off Schedule E, rebuilding depreciation schedules, and modeling refinances and sales in spreadsheets only I could maintain. I wanted a workflow that was easier to review, repeat, and hand off. So I started building it.
That became REWealth Reports. Along the way I also built the AI infrastructure my own firm uses, including a masking and minimization layer between source systems and AI-assisted workflows. I'm a CFP® first, but I ship code, and that combination is what this site is about.
Planning
Education-first financial planning
Product
Advisor tools, reporting products, and planning software
Platforms
Automation and AI-assisted operations
Contact
If any of this sounds like your problem, email me.
Tell me what you're building, what's getting in the way, and roughly when you need help. I'll give you a straightforward answer about whether I'm a fit.
You can also connect on LinkedIn or download my one-page consulting brief.
What to include
Starting a conversation
Who you are, what you're trying to solve, and roughly when you need it. That's enough for me to tell you whether I'm the right person and what a useful next step could be.