Annual Reviews & Hourly Financial Adviser Services

Life comes with changes. The financial plan we help you design must be flexible to keep up with those changes.

Our once-a-year Annual Review package is designed to keep the key elements of your financial plan up to date, including:

  • New home purchase – Options for purchasing a new residence (including cash flow and tax analysis)
  • Rental property analysis – Assessment of your rental cash flow and rental tax analysis
  • Roth conversion analysis – Exploring benefits of converting non-Roth accounts into Roth IRA accounts
  • Job changes – Analysis to determine advantages/disadvantages of major career change
  • Single or dual income analysis – Review of possible benefits of living on single income, including update of cash flow, tax and retirement analysis

PWR also offers affordable hourly financial advisor services, enabling you to focus on specific areas of financial planning most important to you.

Your Finances, Your Way

Planning Within Reach is committed to helping you achieve your financial goals. We're here to help, which is why we offer free resources. Download this tip sheet to learn some practical advice on controlling spending.

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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