Financial Planning & Wealth Management
Financial Planning Services
After Discovery, analysis that make up a Comprehensive Financial Plan are prepared to assess the your situation, along with various alternatives for consideration. Financial planning services include a series of analysis that are designed to provide an action plan for goal achievement. It may include a review of a your net worth (assets and liabilities), objectives, risk tolerance, risk capacity, and cash flow. Numerous analysis may be provided such as income tax analysis, retirement planning forecast and probability analysis, employee and fringe benefit analysis, education funding, estate planning, risk management review, and "personal portfolio optimization". Our service begins with a formal discovery process designed to help facilitate our understanding the your current financial and subjective information.
Lake Tahoe Wealth Management assesses your goals, objectives, time horizon, and other factors to compare where you are today in relation to the attainment of your stated goals. A series of analysis, policies, and recommendations are developed to facilitate the attainment of your desired life vision, based on what is truly important to you. You will receive education about the alternative options so that you are empowered to make informed choices about the future. Once you have chosen your path, we implement the solutions.
The financial planning process does not end there. After implementation, we move into monitoring and updating the plan as necessary. We monitor client financial plans in-line with the calendar year. For clients in the monitoring stage, the first quarter is focused on Tax Preparation and Retirement/Education/Goals planning. The next quarter will focus on Risk Management. In the third quarter, we turn to Estate plan review and implementation actions. And in the fourth quarter, we turn our attention to proactive income tax planning for the end of the year. Since many planning issues are cyclical in nature, we decided that instead of fighting the cycle, we should harness and incorporate the cycle into the financial planning process; helping you know what comes next and keeping you on the path to success.
Wealth Management Advisory Services
Lake Tahoe Wealth Management is a wealth management firm, offering integrated Financial Planning Services and Portfolio Management. Lake Tahoe Wealth Management has developed a Client Service model that includes discovery, solution, implementation, and monitoring components. Upon entering into an advisory agreement, Lake Tahoe Wealth Management will begin the process with Client discovery, where we really learn about you, your values, your goals, and your family. Wealth Management is where we bring it all together, providing a solid action plan developed to give you the highest probability of success, and helping you implement it as your Personal CFO. From this process, answers to those perplexing questions in the back of your mind are brought to light, and the piece of mind we all seek becomes attainable.