Fee-Only Personal Financial Planning Company

Planning Within Reach offers expert financial planning and tax preparation for individuals and families of all wealth at a flat, project fee.

How much should you be saving? Where should you invest your money? What options do you have for the future?

Many people hesitate to get started with personal financial planning out of concern that the process is too overwhelming. They’re reluctant to share private financial information. They fear they might be sold investment products and insurance policies they don’t need or that they don’t have enough money to work with a planner.

At Planning Within Reach, we are fee-only fiduciaries meaning we are obligated to put our clients’ interests first. We don’t sell investment products or insurance. We get paid for our advice and are able to work with individuals and families of all wealth.

We take a customized approach to help you gain control of your finances and make wise decisions for the future. You will have a dedicated advisor to guide you through the process.

We are a virtual financial planning and tax preparation firm. That means no commuting, no babysitter, and flexible meeting times. Our clients are located around the globe and couples have the ability to connect with us even if they are in two different locations.


In the Media

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Ask Linda: We’re Getting Divorced. Now what?

Dear Linda, My spouse and I recently decided to get a divorce. What should we expect with regards to the divorce process and its financial implications? I am particularly concerned about how my retirement plan will be affected.  Separated Sam Dear Sam, We outlined the most common ways to obtain a divorce below, including the estimated price for each process. While this is not meant to replace your own due diligence, it should help you get started. Here are the... Read More

What is AD&D Insurance?

Dear Alicia, I have the ability to buy AD&D Life Insurance at work. The coverage would cost me less and I would get a higher death benefit than the Term policy I currently have. Should I buy it? I don’t understand the difference? – Insurance Irene  Dear Irene, In general, life insurance is purchased to give those who are dependent on your income a lump sum of cash upon your death so they can sustain their current lifestyle. An AD&D... Read More