Wealth In Yourself

  • 3079 Harrison Blvd STE 5, South Lake Tahoe CA 96150
  • hello@wealthinyourself.com
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OUR SERVICES

How We Can Help

Finances can be complex, it's our job to give you actionable bite-sized steps as part of a larger plan to design your ideal life and take back control of your time and money.

Tax Planning

Nothing else in our lives costs us as much money as taxes. Are you analyzing your returns for gaps and taking advantage of expert tax saving strategies?

Retirement Planning

Retirement is evolving, for some it will mean stopping working at 65 and spending more time with family and doing things we love. For others it may mean taking a year off to see the world. You'll need a plan and to feel confident in that plan before you take the leap.

Cash Flow

A cash flow system is a crucial base for anyone. The more income streams you have the more complicated this becomes.

Estate Planning

What will happen to your money when you're gone? What about your possessions? A lot of people don't have these answers and without a plan it can cause turmoil in your family. A good estate plan typically doesn't take long to execute and gives you peace of mind your loved ones will be taken care of.

Investments

Most people we meet with are overpaying for their investments. This is a symptom of a financial industry hungry for commissions .

Risk Management & Insurance

We can all agree life can be rough sometimes, but how do you plan for that? A healthy emergency savings plan, adequate insurance, and backup plans can be life-changing. We've seen thousands of "I can't believe this happened" scenarios, let's plan ahead so you're covered no matter what.

Real Estate Strategy

Optimize your real estate portfolio with customized strategies for tax planning, property selection, and cash flow management.

Our approach ensures that your real estate investments align with your long-term financial goals.

Psychology and Mindset

Our habits and behaviors dictate our choices with money. From a young age, we learn how to interact with money and pick up bad habits along the way.

Is your financial mindset helping or hurting you?

Business Entity Selection & Strategy

S-Corp, LLC, C-Corp, there are so many ways to set up your business but what makes the most sense? Without the proper business structure you're likely leaving thousands on the table at tax time and could be opening yourself up to unnecessary risk. You have enough to worry about as a business owner so partner with someone who can help protect your interests.

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Get Personalized Services In Tax PlanningRetirement PlanningCash FlowReal Estate StrategyInvestmentsEstate PlanningRisk ManagementPsychology and Mindset

Finances can be complex, it’s our job to give you actionable bite-sized steps as part of a larger plan to design your ideal life and take back control of your time and money.

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Expert Advisor

When you're sick you see a doctor. When you need help with finances you see a CFP®

Tax Consulting

Are you analyzing your returns for gaps and taking advantage of expert tax saving strategies?

Financial Planing

We blend expert financial planning with empathy to understand your unique story.

If You Need Help, Get A Consultation

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FAQ

Frequently Asked Questions

Below you'll find answers to some of the most common questions we answer. If you don't see an answer to your question, please feel free to contact us at hello@wealthinyourself.com or sign up for a free consultation!

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.