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 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 >>

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