Professional Financial Advice For You & Your Family

Transparent and Fiduciary Advice

The process begins with a free 15-minute phone call. We discuss your goals (for you and your family) and your current financial situation.

Following our discussion, we conduct a thorough analysis of your finances. The objective is to present an organized approach that gets you aligned and working toward your investment and financial planning goals.

We understand this can be a lot to take in at first. Everything we discuss – as well as the financial guidance and advice – is set in formal documents. These documents clearly indicate where you are now, where you should be, what you need to do and why.

You pay one fee for the length of our engagement. We create a financial plan for you, and together, map out a timeline for your next steps. We will provide friendly reminders until you’ve taken the necessary steps or until we’re assured you’re on the way, or until the engagement period is over.

This is what we cover in a comprehensive plan:

About PWR, Our Value

Planning Within Reach is committed to helping you achieve your financial goals as fiduciaries. We're here to help and we want to show you how we are different. See "Our Value" a PDF we created to explain how we work just for you.

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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

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