What We Do and How We Can Help
- 195 Hwy 50 Ste 205 Zephyr Cove, NV 89448
- hello@wealthinyourself.com
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What We Do and How We Can Help
February 7, 2025
Who We Are
At Wealth In Yourself, we specialize in empowering real estate investors and first-generation entrepreneurs to achieve financial independence and design their ideal lives.
Founded by Josh St. Laurent, a CERTIFIED FINANCIAL PLANNER™ and Certified Financial Therapist, Wealth In Yourself is dedicated to helping clients take control of their finances. With a Master’s in Advanced Financial Life Planning and over a decade of experience, Josh understands the hurdles entrepreneurs and real estate investors face because he is one himself.
Wealth In Yourself was built to give business owners and investors a system to maximize profits, optimize tax strategies, and create an automated cash flow system that allows them to build wealth efficiently while staying focused on what they do best.
Who We Help
Our clients are driven entrepreneurs and savvy real estate investors passionate about building wealth but frustrated by the complexities of tax planning, financial management, and business strategy. They don’t just want an investment advisor—they need a strategic partner who understands the unique financial challenges of running a business or managing real estate investments.
Some common pain points we help solve:
Tax Strategy Challenges
Many clients overpay their taxes because they don’t utilize the right structures, deductions, or credits.
Desire for Passive Income
Building wealth isn’t just about working harder—it’s about creating efficient systems that generate sustainable income.
Need for a Financial Roadmap
Most successful entrepreneurs and investors recognize the need for a structured plan but lack the time or expertise to create one.
Imagine your financial life structured to allow you to grow your wealth while ensuring your business, investments, and personal goals are aligned. That’s what we deliver.
What We Do
We take a holistic financial planning approach beyond traditional investment management. Our focus is on tax strategy, cash flow automation, and financial life planning to help you:
Reduce Tax Liabilities
We help you legally minimize taxes and keep more of what you earn through entity structuring, tax credits, deductions, and specialized strategies.
Automate Your Financial Life
Using advanced financial routing software, we set up a system where your income is automatically allocated to savings, investments, and necessary expenses, removing guesswork and stress.
Build a Long-Term Wealth Strategy
Whether you’re growing a real estate portfolio, scaling a business, or planning for financial independence, we create a tailored roadmap to help you achieve your goals.
For business owners and real estate investors, our expertise in tax planning and financial structuring ensures that you optimize cash flow, leverage the best deductions, and build a solid foundation for long-term success.
Success Story: Turning Tax Liabilities into Tax Advantages
One of our clients, a real estate investor and small business owner, came to us feeling frustrated that their tax burden was wiping out much of their profits despite earning substantial revenue. Their CPA was reactive rather than proactive, leaving significant money on the table.
After working with us, we implemented a series of strategic moves that completely changed their financial trajectory:
Qualified them for Real Estate Professional Status (REPS), allowing them to use real estate losses to offset their active income.
Completed a cost segregation study, accelerating depreciation deductions and dramatically reducing their tax bill.
Implemented tax strategies their previous preparer missed, including bonus depreciation, maximizing retirement contributions, and shifting income to lower tax brackets.
Offset 100% of their spouse’s W2 income, creating massive tax savings and freeing up more capital to reinvest in real estate.
The result? They saved six figures in taxes in the first year alone and had a clear financial roadmap moving forward, allowing them to scale their real estate portfolio faster than they thought possible.
What Makes Us Different
Most financial planners focus primarily on investment management and ignore tax strategy, real estate, and business planning. Wealth In Yourself was built differently.
Financial Life Planning & Mindset Focus
Financial planning isn’t just about numbers; it’s about designing a life that aligns with your values and goals.
Virtual Family Office Approach
Our integrated team provides expertise in tax strategy, real estate, and financial planning, ensuring that all areas of your wealth work together.
Flat-Fee, Transparent Pricing
Unlike traditional firms that bury clients in hidden fees and commissions, we charge a simple, flat fee with no sales or conflicts of interest.
Many of our clients realize they were paying more to their previous advisors for basic investment management than they now pay us for a full-service financial strategy that includes tax planning, cash flow automation, and business structuring.
Our Process
We know that choosing a financial partner is a big decision, which is why we’ve structured our process to help you determine if we’re the right fit:
15-Minute Intro Call
We discuss your situation and whether we’re a good match.
45-minute Strategy Session
If we both agree to move forward, we’ll have a deeper conversation and analyze your financial landscape.
Customized Proposal
You’ll receive a detailed roadmap of how we can help, with transparent pricing and no pressure.
We encourage potential clients to interview multiple advisors because we believe you should work with someone who truly understands your needs and can help you for years to come.
Take Control of Your Financial Future
Without a proactive tax strategy and structured financial plan, you’ll continue leaving money on the table and missing opportunities for wealth growth. The sooner you take action, the sooner you can design your ideal life and take control of your time and money.
Start by downloading our upcoming book, “Wealth By Design,” and schedule a free 15-minute consultation today.
At Wealth In Yourself, we’re committed to helping you achieve financial clarity, tax efficiency, and the freedom to focus on what truly matters.
Disclaimer: The information provided in this blog post is for educational purposes only and should not be considered financial, tax, or legal advice. Tax laws are complex and subject to change. It is recommended to consult with a qualified tax professional or financial advisor before implementing any of the strategies discussed to ensure they are appropriate for your individual circumstances and comply with applicable laws and regulations.
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Take Control of Your Financial Future
True wealth is more than just money, it allows you to spend your time exactly how you want.
Schedule a free 15-minute consultation today and take your first steps to financial freedom.