WEalthCare Consulting – Hourly &

Flat Rate Services

Our WEalthCare Consulting services focus on short- and mid-term projects that require deep analysis, scenario testing, and specialized expertise beyond traditional asset management and financial planning. Designed for business owners, families, and individuals facing unique financial challenges, WEalthCare Consulting provides actionable insights to protect and grow your wealth.

Investment Management Guidance

While WEalthCare Consulting focuses on specific projects, we also provide guidance on investment strategies that complement your consulting outcomes:

  • Portfolio optimization for growth, income, and risk management

  • Tax-efficient investing strategies

  • Diversification planning to minimize exposure to market fluctuations

  • Scenario analysis to align investments with long-term goals

This ensures that recommendations from consulting projects integrate seamlessly with your broader financial strategy.

  • Pre-Sale Business Valuation Alternatives

    We help business owners evaluate and compare different business valuation methods before a sale. This ensures you make strategic decisions with a clear understanding of your business’s worth, helping maximize returns and reduce risk.

  • Preemptive Inheritance Mapping for Grantors

    Plan your legacy proactively. Our team creates detailed inheritance maps that minimize disputes and optimize outcomes for beneficiaries, allowing grantors to ensure their wealth is distributed according to their wishes.

  • Post-Marital Financial Analysis & Planning

    Life transitions, such as divorce or remarriage, can impact your financial strategy significantly. We provide personalized analysis and planning to help you rebuild, reorganize, and secure your finances post-marriage, ensuring stability and clarity.

  • Estate Plan Scenario Testing & Simulations

    Test multiple estate planning scenarios to see potential outcomes before finalizing your plan. This includes trust structures, wills, and other legal arrangements. Our simulations highlight potential issues and provide solutions to protect your wealth and loved ones.

  • Risk-Aversion & Blind Spot Analysis

    Our consultants identify vulnerabilities in your financial strategy that could expose you to unnecessary risk. By uncovering these blind spots, we provide actionable steps to mitigate threats and reinforce the safety and growth of your assets.

Estate & Legacy Planning

Our consulting services help clients plan their estates and ensure their wealth is preserved:

  • Strategic mapping of assets for distribution

  • Coordination with legal and tax advisors

  • Scenario planning to test multiple outcomes

  • Guidance for trusts, wills, and inheritance structures

These services provide peace of mind, ensuring that your legacy is secure and aligned with your values.

Make it

Business Owner Support

Business owners face unique challenges that demand specialized financial guidance. Our services help you navigate:

  • Exit strategies and pre-sale evaluations

  • Cash flow analysis and optimization

  • Succession planning

  • Employee benefits and compensation planning

By combining WEalthCare Consulting with these business-focused strategies, we empower you to make confident, informed decisions.

Why Choose WEalthetic?

At WEalthetic, we provide personalized, expert consulting designed to solve complex financial challenges:

  • Specialized, short- and mid-term project expertise

  • Customized analysis for business owners, individuals, and families

  • Clear, actionable recommendations for complex financial situations

  • Scenario planning to anticipate risks and opportunities

We are committed to providing compassionate, expert guidance that empowers clients to make confident decisions about their financial future.

Make it

Risk Management & Financial Protection

Financial strategies are only as strong as the protections supporting them. WEalthCare Consulting identifies risks and implements strategies to mitigate them:

  • Asset protection planning

  • Insurance review and recommendations

  • Exposure analysis for high-value or business assets

  • Risk assessment for complex financial decisions

Our approach helps you safeguard your wealth while pursuing strategic growth opportunities.

Make it

Frequently Asked Questions (FAQ)

  • Our service includes investment planning, retirement and income planning, tax strategies, estate planning, risk management, cash flow analysis, and business succession guidance—everything you need for a complete financial roadmap.

  • Absolutely. Business owners can integrate personal and business finances, plan for succession, and optimize wealth creation strategies.

  • WEalthetic continuously monitors your plan and conducts regular reviews to ensure your strategy evolves with market conditions and life changes.

  • No. Our All Inclusive Financial Planning & Asset Management services are designed for anyone seeking comprehensive guidance, including business owners, professionals, and families.

  • We develop diversified investment strategies tailored to your risk tolerance and financial objectives, continuously monitoring and adjusting as needed.

Take Control of Your Financial Future

At WEalthetic, we believe that financial success is about more than just numbers—it’s about living the life you want. Our All Inclusive Financial Planning & Asset Management services in San Diego, CA provide clarity, confidence, and peace of mind, allowing you to focus on what matters most.

Contact us today to schedule a consultation and discover how a comprehensive, personalized approach can help you grow, protect, and manage your wealth—today and for generations to come.

View services