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Save for a Rainy Day
As fall sets in Seattle we know what’s coming, rain! Saving for a rainy day is an idiom whose origins are really unknown, but all
Financial Planning
Mastering Your Financial Planning
Financial Planning by Zetlmaier Wealth Management LLC
In today’s fast-paced world, personal finance planning is more important than ever. It’s not just about putting money aside; it’s about building a holistic strategy that addresses every aspect of your financial life. At Zetlmaier Wealth Management LLC, we believe in a thorough approach to financial planning, ensuring that you are prepared for both expected and unexpected financial events. Our services begin by evaluating your current financial health, which includes your income, expenses, assets, and liabilities. From there, we help you set realistic financial goals that align with your aspirations, whether that’s buying a home, funding your child’s education, or enjoying a comfortable retirement.
Financial planning is a part of Investment Management if you have assets at ZWM. If you are paying for asset management there is no additional fee for financial planning. Planning can also be a stand alone service for those who want to do it themselves. The only difference is that stand-alone plans are charged an hourly fee of $300 and it is up to you to implement and monitor the plan, steps 6 and 7 below.
I use the 7 Step Planning Process put forward by the CFP® Board:
- Gather Personal and Financial Information
- Identify Goals
- Analyze Data
- Develop the Plan
- Present the Plan and Recommendations
- Implement the Plan
- Monitor the Plan
Careful consideration is given to a client’s cash flow needs. The end product will give you the tools to make changes and the confidence to meet your financial goals.
(206) 235-6538
Our Service
Giving You Financial Power
At ZWM, we believe in a transparent and straightforward approach. Financial planning can often seem complex, but our mission is to simplify it for you. We provide clear, easy-to-understand information that empowers you to make informed decisions. Our goal is to demystify the process, making it more accessible and less intimidating.
Investment Management
At Zetlmaier Wealth Management LLC, our investment management services are crafted to meet the distinct needs of each client. Recognizing that every investor has different goals, we work diligently to develop customized strategies that reflect your individual circumstances. Our process begins with an in-depth assessment of your financial objectives, risk tolerance, and investment horizon.
Financial Planning
At Zetlmaier Wealth Management LLC, our approach to financial planning is comprehensive and all-encompassing. We understand that effective financial planning involves more than just investment decisions; it requires a thorough understanding of your overall financial landscape. Our holistic financial planning services are designed to address every aspect of your financial life, ensuring that you have a cohesive and integrated strategy in place.
Estate Planning
If you've recently received an inheritance and are looking for guidance separate from your family's advisor, we offer strategies specifically designed to help you manage and grow your newfound wealth. Our team understands the unique challenges and opportunities that come with sudden financial changes, and we are here to help you navigate them effectively.
Insurance
Our advisors will then conduct a thorough analysis of your financial landscape, considering factors such as income, expenses, assets, liabilities, and risk tolerance. This comprehensive assessment ensures that we have a complete picture of your financial health, enabling us to develop strategies that are both effective and tailored to your specific needs.
