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

click on each icon to read more

Produce Pro: Tips for Summer Fruits and Veggies

My father’s family has been in the produce and grocery business since the 1930’s and have owned stores in Palo Alto, Menlo Park and Saratoga, California. He started working in the stores when he was 12. Growing up, I would always watch him diligently shop for fresh produce, and over the years, I have learned many tips and tricks . Here are some of my favorites, since summer is right around the corner. 1. Washing produce – Did you know... Read More

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