Planning Within Reach offers expert financial planning for working professionals and young families of all wealth at a flat project fee.
The time to plan for your children’s education and retirement is now. 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 or insurance policies they don’t need. They fear they don’t have enough money to work with a planner.
At Planning Within Reach, we don’t sell anything except our advice and we can work anyone across the wealth spectrum. The process is work but we try to make it as easy as possible and we are there for you every step of the way.
Our process, instead of inputting data in a “one-size-fits-all” software program, is to take a personal approach. We learn what you want and need for your family. With our personal guidance, we’ll help you take control of your finances and make wise decisions for the future.
We are a virtual planning firm meaning we meet via the web. The benefits for our clients include no time in traffic, no babysitter necessary, no parking costs, and flexible meeting times. Since we are not confined to office hours we can flexibly meet around your busy schedule. Also, with advisors in the PST and CST time zones, we are available during a wide range of hours. Because we do not have to pay for a fancy building with big glass windows and a view means we get to pass on our cost savings to you and offer very competitive prices. Our virtual meeting software makes it easy to see, talk, and share documents with each other anytime and anywhere making it a great solution for our clients and us.