Cobalt PacWest
CPAs & Tax Advisors
Comprehensive Financial Planning 

​​We will work closely with you to design a highly personalized, goals-based financial plan holistically integrating and aligning your financial structure, current and projected cashflows, assets and liabilities and factors including projected inflation and appreciation to assess the health of your current plans and initiatives to meet or exceed your life aspirations.

If a shortfall is projected, we will work with you to refine your plans and initiatives or adjust your goals until we arrive at a firm-yet-flexible plan that meets your needs.  

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Throughout our relationship, we will update and revise your personalized financial plan as needed to arrive at a firm-yet-flexible plan that you are comfortable with, satisfies your needs, and life aspirations. 

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Your personalized financial plan will keep you and your household focused and on track to achieve what matters most throughout your life journey.

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• Finances, cashflows and budgets

• Current and projected compensation and benefits

• Current and projected real estate 

• Current and projected business income and losses

• Investments, retirement plans and contributions

• Current and projected liabilities and obligations 

• Pre-retirement and post-retirement healthcare costs

• Risk management - insurance needs analysis

• Lifetime financial goals and plans for retirement 

• Plans to leave a legacy

• Lifespan expectations

• Overview of relevant estate planning vehicles 

• Along with your attorney, we will discuss minimizing your tax burden and maximize the passing of the estate and trust to your heirs and beneficiaries