- 195 Hwy 50 Ste 205 Zephyr Cove, NV 89448
- hello@wealthinyourself.com
Comprehensive Services Overview
STANDARD FINANCIAL PLANNING PILLARS
Cash Flow & Financial Organization
Optimize income, spending, and systems to create clarity and control.
- Comprehensive Cash Flow Analysis
- Automated Cash Flow Management (Sequence)
- Personal Financial Dashboard (Monarch Money & Right Capital)
- Debt Analysis & Strategic Management
Tax Planning & Optimization
Minimize taxes and maximize after-tax wealth with proactive strategies.
- Advanced Tax Planning & Strategy
- Entity & Compensation Planning
- Tax Preparation Coordination & Oversight
- Less than 1M: optional add-on for Thompson Tax Group
- Over 1M: 1 included tax strategy sessions (With the ability to add more) $600 to Joshua Thompson per hour session.
Wealth Building & Investment Strategy
Grow your wealth with investments aligned with your goals and values.
- Customized Investment Strategy & Portfolio Management
- Investment Risk & Opportunity Analysis
- Quarterly Investment Strategy Reviews
- Monte Carlo Simulations for Future Projections
Behavioral Coaching & Decision Support
Build confidence, reduce stress, and make smart financial decisions.
- Financial Mindset & Confidence Coaching
- Major Life Decision Support
- Accountability & Follow-Through
- Life Plan Roadmap
Retirement Planning
Design a secure, flexible retirement on your terms.
- Retirement Goal Setting & Strategy
- Income & Withdrawal Planning
- Self-Directed Retirement Account Setup (Real Estate & Alternatives)
Estate Planning
Preserve your legacy with clear, coordinated estate strategies.
- Estate Document Preparation (Encore Estate Plans)
- Coordination with Estate Planning Attorneys
- Legacy & Generational Wealth Strategy
Insurance & Risk Management
Protect your wealth with unbiased, commission-free advice.
- Comprehensive Insurance Review & Planning
- Flat-Fee Insurance Advisory (No Commissions)
- Risk Management & Asset Protection Strategies
- Liability Protection & Legal Entities
Ready to turn your success into freedom?Schedule a Free Strategy Session Today.
SPECIALIZED SERVICES FOR TARGETED CLIENT NEEDS
Real Estate Investor Services
Maximize your real estate portfolio with strategic planning and tools.
- Professional Real Estate Investment Analysis Tools
- Property Cash Flow Optimization
- Tax Efficiency (Cost Segregation, 1031 Exchanges, Depreciation)
- Real Estate Portfolio Strategic Guidance
Entrepreneur & Business Owner Services
Integrate your business and personal finances to grow and protect wealth.
- Profit Distribution & Compensation Strategies
- Succession & Exit Planning Coordination (CEPA Partners)
- Employee Retirement Plan Setup & Management
- Entity Formation & Optimization (via Registered Agent Partner)
Financial Freedom & W2 Transition Planning
Transition from employment to financial independence with a clear plan.
- Passive Income & Alternative Investments
- Income Replacement & Financial Independence Strategy
- Strategic Tax Planning for Career Transitions
- Ongoing Transition Coaching & Support
INTEGRATED EXPERT NETWORK
(VFO MODEL)
Access a coordinated team of tax, legal, insurance, and estate specialists under one roof.
- Coordinated Access to Specialized Experts (Tax, Legal, Estate, Insurance)
- Single Point of Contact for All Financial Needs
- Integrated & Coordinated Wealth Strategy