Real Wealth Planning

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United States
Austin, TX
Real Wealth Planning

Financial Planning, Investment Management & Tax Strategy for Families, Organizations & Real Estate Professionals. Where Wealth Meets Wisdom.

About Our Clients:

You are a successful real estate professional helping your clients find their dream homes. You live, breathe, and sleep real estate, but you aren’t really sure if you have the financial plans in place to achieve the life you want to have, now and in the future. Maybe you are heavily invested with rental properties but have always been curious about the stock market and just don’t know where to start. Maybe you are the breadwinner and want to be sure that you are saving enough for your children’s education, in addition to your own retirement. Or maybe retirement seems like a foreign concept that you might not like anyway! Maybe you and your spouse are dual-earners and you want to make sure you have the right financial foundation for one spouse to change careers or stop working altogether. Maybe you want to leave a legacy by sharing your time or resources with those that are less fortunate. Whoever you are, and whatever your dreams, they are unique. We will thoughtfully partner with your family to build a financial plan that helps you achieve your definition of financial freedom.

10/28/2026

Meet Bailee Beauchamp, one of our Associate Financial Planners! Prior to joining us at Real Wealth Planning, Bailee spent eight years at Dimensional Fund Advisors as a Client Service Manager serving institutional investor clients, such as large foundations, pension & 401(k) plans.

She expertly manages client portfolios in a systematic, low-cost, and diverse manner. She is wife to Brady and mama to four girls: Rosie, Edie, Susie and Charlie!

09/28/2026

Becca joined Real Wealth Planning after a career as Regional Director at Dimensional Fund Advisors (DFA) and as an Associate Financial Advisor at a high-net-worth family office in Austin, Texas. She is an Associate Financial Planner, supporting our clients with technical investment, tax and retirement analysis.

Fun fact: Becca, Sarah & Bailee all started working together at DFA over 10 years ago!

Becca is married to Sloan and is mama to Beau and Annie (plus Scout, the smallest dog in the Real Wealth Planning family).

09/22/2026

Meet the Real Wealth Planning team!

Next up is Carrie Tracey, Client Service Manager of Real Wealth Planning.

Carrie first joined our firm as a client, and later came on as our Client Service Associate in 2023. Carrie is impeccably organized, thoughtful, and runs a wide range of internal projects, events and client service initiatives.

Carrie also has expertise in real estate and spent 17 years as a Senior Group Sales Manager at Hyatt Hotels. She is a wife to Scott and a mom to Camden, Lillian & Easton.

09/17/2026

Meet the Real Wealth Planning team!

First up is Sarah Ponder, CFP®, founder and lead financial planner of Real Wealth Planning.

Sarah founded Real Wealth Planning (formerly Real Estate Wealth Planning) in 2020 after a career at the research-driven investment firm, Dimensional Fund Advisors. Before joining DFA, she earned her MBA from the McCombs School of Business (Hook ‘em Horns!) and spent a nearly a decade in education as a math teacher, teacher trainer, and team leader at an education technology company focused on financial literacy for children and young adults.

Sarah believes everyone deserves access to fair, unbiased financial guidance. That belief led her to become a fee-only fiduciary financial planner and continues to shape how Real Wealth Planning serves its clients today.

11/27/2025

Lucy is starting to read chapter books, and yesterday morning, completely on her own, picked up the book I’ve been reading by and opened it up to this page with one of our favorite quotes:

“The most valuable financial asset is not needing to impress anyone.” 🙌💪👊

10/30/2025

Starting the new book by today - The Art of Spending Money.
Our clients all know how we’re constantly preaching the gospel of The Psychology of Money, and this is the follow up.

Are you reading it?

11/05/2024

🇺🇸Today is the day! It may take a bit to know the results, but no matter what, in January there will be 1 President, 100 Senators, 435 House Members and thousands of state and local elected officials, making decisions about our economy, communities, businesses, portfolios, schools, and families.

Today, of all days, thank a veteran for protecting our freedom to vote, and thank a civil servant for doing the work that keeps our infrastructure running so that our economy can continue creating the most wealth, prosperity, and freedom that the world has ever known.

For vetted election related information that follows ethical journalism guidelines, check out any of these:

10/29/2024

🥰All you need is love… and a good financial planner. 🎶🧩

At Real Wealth Planning, we believe wealth isn’t just a number — it’s about having the freedom to wake up every morning and spend your time doing what you love, with the people who matter most. 💙

Our holistic approach weaves your family values, life goals, and dreams into every part of your financial plan, because money should serve your vision, not the other way around.

Address

Austin, TX
78745

Website

https://realwealthplanning.com/

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