Founder @ REWealth Financial planning for real estate investors AdvisorTech, AI & workflows

Financial planning, advisor tools, and AI systems.

My work centers on a simple theme: real estate planning has too many moving pieces, and the tools should make the work easier to understand, analyze, and repeat.

Core projects: REWealth Financial Planning REWealth Reports PlannerXchange

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REWealth

Planning, reporting, and advisor tools for real estate.

REWealth Reports

Rental analysis and planning scenarios for advisors.

Proof of Work

Case studies, notes, and project context.

                
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PlannerXchange

An early-stage platform for advisor-built AI apps and planning tools.

Featured work

Core Projects

The core projects I'm building around real estate planning, advisor tools, and practical AI.

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Active

REWealth Financial Planning

A financial planning firm focused on education, real estate investors, and tax-aware advice.

Financial Planning Real Estate Education

Explore project

Active build

REWealth Reports

Advisor software that turns rental property data into analysis, scenarios, and client-ready reports.

SaaS Advisor Tools Reporting

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Active build

PlannerXchange

A platform for advisors to share apps, discover tools, and distribute planning software.

Marketplace Partnerships SaaS

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Select consulting

Consulting and contract work where planning, product, and AI overlap.

I'm focused on REWealth and PlannerXchange, but I take on select projects when the work overlaps with financial planning, real estate, advisor technology, product, automation, or AI.

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Advisor AI Enablement

Help RIAs evaluate AI use cases, governance, review steps, implementation paths, and practical adoption risks.

AdvisorTech Product Strategy

Help fintech and advisor-tech teams understand planning workflows, advisor behavior, product gaps, and useful UX.

Real Estate Planning Systems

Help firms improve rental property analysis, Schedule E review, tax-aware planning, and client-ready reporting.

Workflow Automation

Help teams turn repeated manual work into documented, automated, or AI-assisted operating systems.

Fractional Product Work

Support discovery, workflow mapping, requirements, testing, documentation, and go-to-market translation.

Systems in progress

Systems I have been building and testing.

Not everything useful becomes a company or product. This is where I track practical patterns from AI-assisted review, client-service systems, advisor automation, and product experiments.

AI-assisted document review

Patterns for extracting themes, preserving uncertainty, and keeping human review visible.

Advisor operating automation

Recurring systems for research, reporting, follow-up, documentation, and operating cadence.

Marketplace infrastructure

Product patterns for advisor-built apps, tool distribution, partner concepts, and shared planning utilities.

Selected proof

Selected proof of work

A small index of real projects, systems, and notes that show how I turn repeated advisory work into usable products and operating systems.

Active product

REWealth Reports

Advisor software for real estate analysis, scenarios, and client-ready reporting.

View case study

Active build

PlannerXchange

A marketplace for advisors to share apps, discover tools, and distribute planning software.

View case study

Testing

AI Review Systems

Structured review patterns for summarization, document extraction, uncertainty, and follow-up.

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Working notes

Short, practical writeups on advisor systems, AI workflows, real estate planning, product design, and turning repeated advisory work into software.

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AI enablement

How I think about AI enablement for RIAs

Use cases, review loops, governance, and implementation paths for safer AI adoption.

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Planning practice

Why rental property planning is harder than it looks

Framing questions for taxes, cash flow, debt, risk, ownership, and tradeoffs.

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Builder notes

Turning repeated advisory work into software

Lessons from turning repeated advisory work into tools, product requirements, and software.

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About me

Different projects, same theme.

My work sits at the intersection of financial planning, real estate, advisor technology, product, automation, and AI. REWealth Financial Planning serves investor households. REWealth Reports helps advisors analyze rental-property planning questions. PlannerXchange explores advisor-built AI apps and planning tools.

Different projects, same theme: turning work that is too manual, messy, or stuck in spreadsheets into something easier to understand and repeat.

Planning Education-first financial planning

Product Advisor tools, reporting products, and planning software

Platforms Automation and AI-assisted operations

Contact

Reach out about consulting, contract work, or product projects.

I am available for select consulting, advisory, and contract projects involving advisor technology, real estate planning systems, AI implementation, automation, and product strategy. Email is the fastest path, and the inquiry form is being finalized.

Email Dillon

Inquiry form

Inquiry form coming soon.

The embedded form is being finalized. For now, email is the best way to reach out.