Holistic, Life-Centered Approach:

Unlike traditional financial advisors who focus solely on numbers, we take a holistic, life-centered approach to financial planning. We align your financial goals with your life's purpose, values, and objectives.

Flat Fee Structure:

We offer a transparent, flat fee based on your net worth. This fee remains constant and does not increase when the market goes up, ensuring that our interests are aligned with yours and eliminating potential conflicts of interest.

Commitment to Accessibility:

We believe that everyone should have access to quality financial planning, which is why we offer a range of services from free content to comprehensive financial planning.

Expert Team:

Our generational wealth-building team comprises experts in various financial disciplines, providing a one-stop solution for complex financial needs.

Certified Professionals:

Our team includes Certified Financial Planners and Certified Financial Therapists, ensuring that you receive expert advice and emotional support around money.

Educational Resources:

Through our online school, learn.wealthinyourself.com, we offer financial education, calculators, wellness scores, and exclusive coaching at discounted rates.

Quarterly In Arrears Billing:

We charge for services already received, aligning with our belief in earning your trust through the value we provide.

Nationwide Service:

Though headquartered in Lake Tahoe, we offer virtual services to clients nationwide, ensuring that you can access our expertise no matter where you are.

Pro-bono Services:

We are committed to giving back to the community through partnerships with organizations like 3rd Decade, offering free financial planning services to qualifying individuals.

Real Fiduciary Pledge:

We adhere to the Real Fiduciary™ Practices from the Institute for the Fiduciary Standard, affirming our commitment to act in your best interest at all times.

Holistic Financial Life Planning: Comprehensive planning that aligns your financial goals with your life's purpose, values, and objectives.

Investment Management: Customized investment strategies aimed at achieving long-term financial goals, with a focus on risk management.

Real Estate Investment Planning: Specialized advice for real estate investors, addressing the unique challenges and opportunities in this sector.

Retirement Planning: Strategies to ensure a comfortable and financially secure retirement, including IRA, 401(k), and other retirement account management.

Tax Planning: Proactive approaches to minimize tax liability and maximize after-tax returns, in alignment with your overall financial plan.

Estate Planning: Assistance with wills, trusts, and other estate planning tools to ensure your assets are distributed according to your wishes.

Cash Flow and Budgeting: Tools and advice to manage your cash flow effectively, helping you achieve both short-term and long-term financial goals.

Online Courses: Lessons available at learn.wealthinyourself.com, offering financial education, calculators, wellness scores, and exclusive coaching at discounted rates.

Pro-bono Services: Partnering with organizations like 3rd Decade to offer free financial planning services to qualifying individuals.

Generational Wealth-Building Team: A dedicated group of experts, including financial life planners, financial therapists, executive coaches, tax advisors, bookkeepers, estate planning attorneys, and specialists focused on real estate investors and small business owners. Together, we provide comprehensive support to help build, protect, and pass on wealth across generations.

Commitment to Accessibility:

We believe that financial planning should be accessible to everyone, regardless of their financial situation. That's why we offer multiple ways to partner with us, ranging from free resources to comprehensive financial planning services.

Free Content:

We provide a wealth of free content, including book recommendations, episodes of the Wealth In Yourself Podcast, and informative blog posts to help you take control of your financial future.

Online School:

Our online platform, learn.wealthinyourself.com, offers financial education, calculators, wellness scores, and exclusive coaching at discounted rates.

Individual Partnership:

For those seeking more personalized guidance, we offer individual partnerships. Our fees are based on your net worth and are charged as a flat fee that remains constant, ensuring transparency and simplicity.

Billing Method:

We charge a flat fee based on your net worth, billed quarterly in arrears. This fee remains constant and does not increase when the market goes up, aligning with our belief in earning your trust through the value we provide. Some clients choose to have us directly draft an investment account that we manage, and others prefer to be invoiced, we are flexible with what works best for you.

Prorated Fees:

If you decide to cancel our services, your fee will be prorated to ensure you only pay for the days we were in partnership. 

Transparency:

We believe in full transparency when it comes to fees. All fee structures are clearly outlined in our client agreements, and we are always available to discuss any questions you may have about billing.