Alex Ammar

I like to keep things simple, focus on what we can control and continuously strive to deliver better than expected outcomes. I seek first to understand, then work together with a client to craft plans, put those plans into action and review them regularly. Am I perfect? By no means. Yet, I will continue to try my very best for the clients I serve. Clients usually come to me needing help answering questions on their mind. Some of the top questions are: • Am I on track? • Am I doing the right things? • Am I missing anything? I have spent 10 + years helping address these questions and more. While working with a diverse mix of clients over the years, I have spent a considerable amount of time helping these types of clients: • Near retirees looking to retire before 65 • Disney executives and cast members • Academics that work for the State of Florida system In addition to on-the-job experience, I am a firm believer in continuous learning. As such, my undergrad is in Physics, my Master’s degree is in Personal Financial Planning, I am a CERTIFIED FINANCIAL PLANNERTM professional, a Chartered Retirement Planning Counselor℠ and consume hours of continuing education each year. Personally, I am a Christian, a husband, a dad and have two dogs. I enjoy reading, playing acoustic guitar, hiking, Gator sports, Disney theme parks, playing pickup basketball and serving wherever I am needed at church.

I joined Real Life Planning to mentor a new generation of real estate investors. We help real estate investors take practical steps to build financial freedom, create multiple sources of income, and make working for someone else optional. At Real Life Planning, we speak both real estate and financial planning. Whether you're adding to your properties, contemplating a 1031 exchange, listing your place on Airbnb, getting started as a landlord, or looking to buy a home overseas, we'll help you create a realistic plan for your financial life goals. As you build your investment property portfolio, we will help you plan to optimize taxes and diversify risks, manage total cash flow, and prepare for new opportunities. Our clients are - Rental property investors looking for a comprehensive financial plan - Professionals considering a real estate side hustle to create an additional source of income - People with inherited rental property - Homeowners maximizing opportunities for income - Americans looking to buy property overseas - Expats buying homes in the U.S. We're a Fee-Only fiduciary firm, so we work for you, not for Wall Street. That's why our fees are inclusive and transparent. My husband, Brian, and I live in Orlando, FL with our two young boys. I grew up watching my parents balance a W2 job, with steady income, a commission role, and managing a portfolio of real estate that included single family homes, multi-unit properties and an apartment complex. From that, I absorbed a mindset that there was more than one way to provide for yourself. That you could manage yourself and your time and that the idea of having multiple streams of income is a feasible strategy. A year after graduating from college, I purchased my first home, lived in one room and rented out another one of the rooms. From there the journey to create multiple sources of income began. Now, as the parents of 2 young boys, my husband, Brian, and I are trying to demonstrate the same entrepreneurial spirit to our boys as we manage our rental property and our peer-to-peer car sharing business. We are enjoying the journey and our experiences flow over into my work with clients as their financial coach and business coach. I have worked 17 years in the financial services industry. Real Life Planning works with clients virtually from anywhere. Interested in the real (estate) life? Book a discovery call today.

After working as a financial advisor for more than 15 years, I obtained the CERTIFIED FINANCIAL PLANNER™ professional designation in 2008. I received my M.B.A. in Financial Planning from California Lutheran University in 2016. Some of our clients have been with us for 20+ years and for that I am very grateful. I enjoy being a blessing to our clients by helping them make the right financial decisions. It’s wonderful to see clients understand the truth about their finances and some of the nuances of the financial advisory world. I love playing golf with my son Luke and other friends when there is some healthy competition going on! I love to cook after work and enjoy sharing a great meal with my family and discussing how our days went and encouraging one another. I also enjoy working out with my family and seeing family and friends achieve things that are hard to do.