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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Impact Investing: The Lingo

Impact Investing is an investment strategy that seeks to create a positive social and / or environmental change while also generating a financial return. People interested in impact investing have expressed to us confusion over the many acronyms and terms used. This is our first post in a series on impact investing where we focus on demystifying the most common lingo. ESG stands for Environmental, Social and corporate Governance. The ESG factors were developed as a way to categorize areas... Read More

The Tax Implications of Donation-Based Crowdfunding

Are you considering setting up a crowdfunding campaign for yourself, or someone you know, to help pay for medical bills, tuition, or raise money for a cause? While there are different types of crowdfunding, we address donation-based crowdfunding in this post since it is the kind we see most often. Money received from donation-based crowdfunding should be considered gifts, and therefore non-taxable. However, payment processors used by crowdfunding sites, such as Paypal, may issue a Form 1099-K to the recipient... Read More