Planning Within Reach, LLC

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4 Books for Kids that Review Money Concepts

Mentioned in this Video:

The Missing Money Monsters by Okeoma Moronu Schreiner

Trouble with Money by Stan and Jan Berenstain

Heads Up Money by Marcus Weeks

More Money Please by Scott Gamm

Linda Rogers, CFP®, EA, MSBA is the owner and founder of Planning Within Reach, LLC (PWR). Originally from New Jersey, Linda services clients throughout San Diego county and nationwide. She leads the design of PWR's investment portfolios which utilize broad, low-cost investments that integrate environmentally, socially, and governance (ESG) factors.

Planning Within Reach, LLC (PWR) is a fee-only and fiduciary wealth management firm offering one-time comprehensive financial planning, ongoing impact-focused investment management and tax preparation services in San Diego and nationwide. PWR is a woman-owned firm that specializes in busy professionals and impact investors. Planning Within Reach, LLC and their advisors do not receive commissions and do not hold any insurance licenses or brokerage relationships.