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Whether you're interested in financial planning, have a question, or simply want to stay connected, choose the option that fits what you're looking for.

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Talk to Rich

Let's see if we're in the same room.

If you're considering working together, the best place to start is a brief conversation.

This complimentary 20-minute Zoom meeting gives us a chance to talk about what's on your mind, what you're hoping to accomplish, and whether my approach to comprehensive financial planning, including the way I bring investment real estate into the financial conversation, appears to fit what you're looking for.

There's nothing you need to prepare and no obligation to move forward.

Schedule a 20-Minute Conversation

Introductory Conversation with Rich Arzaga, 20 minutes, by Zoom.

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For general questions, professional inquiries, speaking or education opportunities, media requests, or anything else, send me a message.

Please do not send account numbers, Social Security numbers, tax documents, or other sensitive financial information through this form.

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Financial Advice That Speaks Real Estate™

Sign up for occasional insights on comprehensive financial planning, investment real estate, retirement, taxes, risk and the financial decisions that connect them.

I'll also share observations from The Real Estate Income Lab®, including what deeper property analysis can reveal about cash flow and performance, alternatives worth considering, and how real estate decisions can affect the rest of a family's financial plan.

Useful ideas and perspective, not a crowded inbox.

The Real Estate Whisperer® Financial Planning

Comprehensive, flat-fee financial advice that brings investment real estate together with the rest of your financial life.