i specialize in realtors.

You are passionate about your business, I am obsessed with your success.

Do you find yourself thinking…

“I move millions of dollars in real estate and take care of clients 24/7 and I am overwhelmed and stressed.  I don’t have time to do the everyday stuff like tracking expenses and paying bills.  I wish I was better organized!”

“Taxes are a pain and I scramble every quarter to pay them. I need to know what I’ll make in a year and how much I should pay each time.”

“I make a lot of money but I am afraid I will die broke.  I want to save, invest, and have money when I am older. ”

After many conversations like this with top-producing realtors,  I dusted off my awesome skills as a spreadsheet whiz, statistical programmer, data scientist, and a financial modeler, to create a system that helps realtors show their business who’s boss. For real. And forever.

This is where The Organized Realtor comes in with super powers to...

Improve realtors’ long-term financial well-being through goal-setting, planning and follow-through.

Reduce stress and scramble around bills, expenses and taxes.

Help realtors gain clarity and control over their finances.

How it works

Are you ready to learn how
The Organized Realtor can improve your business and life?
Yes, let's book a call!
Step 1

Get Organized

You’ve got to have a process.  Not one where you highlight rows on a credit card statement and pray that there is enough left over from your last commission for taxes. When you adopt The Organized Realtor system, you get:

  • Repeatable, easy-to-follow workflow you will learn quickly and enjoy using
  • A set of tools to optimize your books, bank accounts, and profit and loss in one place
  • Training, support, and updates via a shared, secure, cloud-based system

You’ve seen apps and websites that promise to simplify your life but you’ve probably given up on them because they are confusing, time-consuming and instead of saving you time, cause you aggravation and complicate your life. The Organized Realtor works because it uses several simple steps together to do the job. It doesn’t overpromise, it delivers.

Step 2


What are your goals for your business and your family? I will help you:

  • Determine your financial needs to provide for your family
  • Set business and personal financial goals based on your needs
  • Develop a financial plan to achieve your goals

With a plan in place and newly-found clarity and control over your financials, you will have more time and motivation to take your business to the next level.

Step 3


When you’re organized and producing more, you will have money to invest. Whether you want to invest in stocks, bonds, or real estate, I can help you evaluate alternative options and pick investments that will maximize your return. And that’s because …  

  • I have researched and successfully invested in the markets for myself and others for over 20 years.
  • NOI, ROI, IRR is the language of real estate, and I speak it fluently.  You will have all the right numbers at your fingertips to invest in the right property.
  • Knowing your financial plan, I will recommend investments that will be right for you.
Step 4


Your vision of prosperity is unique to you and we want you to live your ideal life. Whether it is a business, family or personal goal, we want you to have the time and the financial resources to do the things that you enjoy. Our wish for you is to love the life you live today while feeling secure about your financial future.  We will be with you every step of the way. Through life planning process, we will help you...

  • Articulate what is important and meaningful to you as an individual
  • Envision your ideal life and uncover the obstacles that are holding you back
  • Create a life financial plan to start living your ideal life now