Contact Our Fee-Only Financial Planner Team Today!

Planning Within Reach is your transparent fee-only financial planner who puts your interests first. We want to help you today.

 

General Inquiries

Have a general question for us? Fill out the form below and we will respond as soon as possible.

 

want to talk to us

If you are looking for more information about us or our services and want to know if we would be a good fit to work together, click here to schedule a free telephone consultation at a time that is convenient for you. We will discuss your needs and plan the next step in providing a comfortable and assured financial future for you and your family.

We look forward to speaking with you!

Planning Ahead – Estate Concerns

Dear Linda, My father was recently diagnosed with a serious progressive illness. After the initial shock, my siblings and I feel this is a good time to make sure his finances are in order, particularly with regards to estate planning. What do you recommend? Dear Reader, Have your father meet with an estate planning attorney licensed in his state. This type of lawyer specializes in making sure a client’s wishes, with regards to one’s finances, are met in the event... Read More

Best Money-Saving Apps of 2017: Part 2.

Money-Saving Apps Part 2 I am back with another 3 great “money-saving” apps to share. Cardpool Cardpool is one of my favorites. I use it all the time to buy discounted gift cards for Starbucks, AMC and Nike purchases. They have gift cards for Target, Costco, Gas stations and plenty others. You do have to spend the money upfront to buy the gift card, but I usually purchase the “instant cards” from my phone app right before I know I am... Read More