Why PWR? Your Fee-Only Financial Planner

PWR is the solution for people who want a personal touch from a growing company that puts the clients first. We’re committed to designing a financial plan that’s right for you and your family. Our goal is to help you reach your goals – whatever they may be.

PWR is a fee-only financial planner. We do not receive sales commissions, nor do we sell life insurance or other financial products. This means we can focus solely on what’s best for you.

We offer knowledgeable and objective recommendations to help you reach your financial goals. Following our in-depth consultations, we’ll be able to steer you toward the most effective solutions, explaining how the process works each step of the way.

As a working professional or parent with children, you know how important it is to plan for the future. With PWR, you can take control of the future with confidence and a clear understanding of what lies ahead.

 

 


In the Media

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Meal Planning for Working Parents

For working parents, cooking meals during the week can be a challenge.  For each $100 per month that you save from NOT eating out, you could have $100,452 in 30 years (assuming a 6% average return) in your bank account.  It is healthier for you and can minimize the additional expense of lunches (I make double the food we need and pack up the leftovers for everyone to take to school or work the next day). In my own household, a... Read More

Advice for All Stages

Recent Graduates / Early Career Typically in your 20’s Cash Flow:  Allocate at least 20% of your gross income to long-term savings and / or paying off debt.  Now is the time to get money invested so it can compound. Start identifying spending habits and patterns by creating a budget or trying out the WholeWallet30. Tax Planning:  For many during this stage, it makes sense to save to a Roth versus pre-tax retirement vehicle since starting salaries tend to be lower than in... Read More