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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How to Recognize a Ponzi Scheme

A Ponzi scheme is a fraudulent investment. The organizers of the scheme do not invest your money in something with intrinsic value. Instead, they pay you a “return” with the contributions of new investors. Ponzi schemes received their name in the 1920’s after Charles Ponzi was convicted of running this type of business. Despite all the knowledge we have of previous Ponzi schemes, they continue to defraud people from all walks of life. We are even seeing a new wave... Read More

Credit & Debit Cards to Use Abroad

Are you traveling abroad this summer and unsure which of your “plastic” you should bring with you? Travel is already a luxury but it can get even more expensive when each purchase is racking up additional fees. Recently I went to Asia and did some research of my own. Hopefully, this will help you decide which of your cards you should bring, what fees you should know about, and when to use a debit card versus a credit card. Credit... Read More