Center for REALTOR® Financial Wellness

Helping REALTORS® Navigate Financial Freedom


The Center for REALTOR® Financial Wellness is a resource designed exclusively to meet the specific financial planning needs of REALTORS®. This comprehensive program includes education materials and resources for wealth building, business planning, and investing in real estate.

Nearly nine out of 10 REALTORS® are independent contractors and face complex situations when it comes to personal finances. Unique attributes such as fluctuating income, taxing issues, and lack of salary cap require a different perspective.

Log-in to to assess your current financial profile, receive personalized financial planning goals, practice financial planning decisions in a risk-free way, and explore a robust library of budgeting, retiring, and real estate investing resources.

This complimentary program has something to offer all NAR members and REALTOR® Association staff—no matter their level of professional expertise or stage of financial planning.

To begin your financial journey, log-in to today!


Marketing Resources for Associations and Brokerages

To assist REALTOR® associations and brokerages promote this valuable new resource to members, NAR has created a variety of marketing resources to share.

Flyer to Share With Members

Financial Wellness AE Flyer for Toolkit

Download (PDF: 2.21 MB)

Full-Page Print Ad

Financial Wellness Full-Page Ad
​​​​​ Download (PDF: 773 KB)

Half-Page Print Ad

Financial Wellness Half-Page Ad

Download (PDF: 795 KB)

Quarter-Page Print Ad

Financial Wellness Quarter-Page Ad

Download (PDF: 440 KB)

Social Media Post

social media post

Download (300 x 250 JPEG: 78 KB)

Suggested copy:

"The Center for REALTOR® Financial Wellness is a resource designed exclusively to meet the specific financial planning needs of REALTORS®. You’ll find budgeting tools, retirement planning resources, options for investing in real estate, and more. Visit to take your assessment and start planning for your future today!"

Digital Ads

Horizontal Banner

Download (720 x 90 JPEG: 89 KB)

social media post

Download (300 x 250 JPEG: 78 KB)

Download (160 x 600 JPEG: 129 KB)

Transaction Management

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