Why PWR? Your Fee-Only Financial Planner

Planning Within Reach offers expert financial planning and tax preparation.

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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Credit Lock v.s. Freeze. Don’t Get Fooled.

Dear Alicia,  I have been following your newsletter telling me that credit freezes will now be free. The other day I was watching television and saw an advertisement for Experian’s Credit Lock Services. Should I sign up for that instead of the freeze? It sounds exactly the same to me. Thanks, Credit Craig Dear Craig, Great question! A credit freeze and a credit lock are two separate services. They are very similar but do have distinct differences. Credit Lock: Instant... Read More

Can’t get yourself FIREd? You can still have a LIFE.

FIRE stands for financially independent, retire early. The movement continues to grow, with retirees in their 20’s through 40’s. It has caught on because it is unexpected – we don’t picture retirees being so young. Yet it is entirely possible and there is an ever-growing number of blogs and books that prove it. The typical profile of someone who has achieved FIRE: Graduated from college with very little or no student loan debt Earned $100,000+ per year with benefits Saved... Read More