Fee-Only Personal Financial Planner: Who We Serve

PWR serves young families and working professionals of all wealth. We’re committed to helping individuals, new parents, college graduates, newly weds and young families navigate important financial decisions on their own.

We understand that sharing information about your personal finances is sometimes difficult. That’s why we treat all of our clients with complete discretion, confidentiality and trust. We’re passionate about guiding them towards smart decisions and a life free from financial anxiety.

Families

Parents have a lot to deal with, especially after the birth of a child. How can they organize their personal finances for the future? Learn More >>

Individuals

Whether you’re a professional who’s been in the workplace for many years or are just getting a handle on your first job, PWR can help you. Learn More >>

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