Fee-Only Personal Financial Planning Company

Planning Within Reach offers expert financial planning for working professionals and young families of all wealth at a flat project fee.

The time to plan for your children’s education and retirement is now. How much should you be saving? Where should you invest your money? What options do you have for the future?

Many people hesitate to get started with personal financial planning out of concern that the process is too overwhelming. They’re reluctant to share private financial information. They fear they might be sold investment or insurance policies they don’t need. They fear the don’t have enough money to work with a planner.

At Planning Within Reach, we don’t sell anything except our advice and we can work anyone across the wealth spectrum. The process is work but we try to make it as easy as possible and we are there for you every step of the way.

Our process, instead of inputting data in a “one-size-fits-all” software program, is to take a personal approach. We learn what you want and need for your family. With our personal guidance, we’ll help you take control of your finances and make wise decisions for the future.


In the Media

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Best Money-Saving Apps of 2017

Best Money-Saving Apps of 2017   Check out these money-saving apps that will save you time and money, with little effort. Ebates.com Ebates.com gives you a percentage (%) of cash back for online purchases (and a few in-store purchases as well). Create an account on their website, choose where you are online shopping, and they will automatically calculate your savings once you make the purchase.  In fact, they send you a $10 gift card just for signing up.  Cons: You can’t... Read More

A Conversation with John

I had an encounter recently with an annuity salesperson – we’ll call him John. John introduced himself as a financial advisor. I said I was a fee-only financial planner, and I don’t charge commissions. He said he didn’t either. The following is a paraphrase of our conversation. I share it with you because it is a good example of questions you should be asking investment professionals before you consider working with them. In particular, question those who sell products. This... Read More