Family Financial Planning

PWR serves young families of all wealth. We’re committed to helping new parents and young families navigate important financial decisions on their own.

When it comes to financial planning, there’s a lot for parents to contend with – the best ways to handle spending and debt; maintaining a good cash flow; uncovering the best options for investment. With the birth of a new child, as well as raising youngsters, there’s also the need for a bigger house, a bigger car, etc.

The challenges are substantial, whether you’re raising a child together or making your way in the world as a single parent. What’s the right amount of money to save for retirement? And for your child’s college education?

PWR focuses specifically on family financial services. This is our area of expertise and we’re dedicated to simplifying the process for you – in a manner that’s clear and comprehensible every step of the way.

We’re the solution for families and single parents who know they need help with financial planning but want a personal touch. With PWR, you won’t find yourself filling out the same forms over and over again, as in a doctor’s office. Our process is simple, efficient and focused on what’s best for you and your family.

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.

Download Now

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