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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Ask Linda: Is it safe to have all of my money at one Brokerage firm?

Dear Linda, I remember being told that I shouldn’t keep more than $250,000 at one bank since that is the FDIC insurance limit. What about my money at a brokerage institution, such as Schwab, Vanguard, or Fidelity? Should I spread my money out across brokerage firms as well? Curious Carl Dear Curious Carl, Protecting your money in the bank versus your money in a brokerage firm requires two separate approaches. Let me explain the process for both. How to protect... Read More

Impact Investing: Creating a Strategy

Impact investing offers similar, if not better, returns than traditional investing with the added benefit of creating positive social and environmental change. That being said, creating an impact investment strategy does not have to be a major shift from what you are already doing. We recommend a top-down, holistic approach to impact investing versus divesting from companies or industries in an ad hoc manner, which can lead to underperformance. At a minimum, it can mean the inclusion of environmental, social and governance (ESG) ratings in the... Read More

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