Contact Our Fee-Only, Fiduciary Financial Planning Team

Let’s Connect

At Planning Within Reach, we meet virtually with clients across the country - and around the world - offering the flexibility and convenience that busy families, professionals, and traveling retirees need. Whether we are in the same city or across time zones, our Zoom-based meetings make it easy to collaborate face-to-face.

How It Works

• Schedule a time on my calendar here, or use the form on this page to send a message.

• We’ll have a quick call to explore your goals and see if we’re a good fit.

• I’ll follow up with a link for our first Zoom meeting—and we’ll begin mapping out your financial future.

Simple, secure, and on your schedule.

What Makes Us Different

At Planning Within Reach, financial planning is not one-size-fits-all. We take time to understand what truly matters to you—whether it’s growing your wealth, aligning your investments with your values, or making confident decisions during life transitions. As a fee-only, fiduciary financial advisor, we are never compensated by commissions or product sales. Our only focus is helping you reach your goals with clarity, integrity, and purpose.

Who We Work With

We serve individuals and families who want more than cookie-cutter advice. Our clients are thoughtful about how they spend, save, and invest—often looking for ways to make a positive impact while building financial security. Whether you’re starting a family, preparing to retire, or navigating the next big chapter, we help you move forward with intention and peace of mind.

We're here to simplify the complex, support your big decisions, and help you use your money with purpose—so you can focus on what matters most.