Virgina Beach Virtual Advisors

Virgina Beach Fee-Only, Fiduciary Financial Planners

Serving Virgina Beach and Surrounding Communities

At Planning Within Reach, we bring over two decades of experience in financial planning to the Virginia Beach community. As a fee-only, fiduciary firm, we offer personalized guidance tailored to your life stage, values, and goals.

We specialize in helping:

  • Military and government families optimize their benefits, TSPs, and plan for life transitions

  • Values-aligned investors put their money to work in sustainable, community-focused ways

  • Busy professionals and parents organize their finances and plan for big goals such as college, travel, and retirement

  • Retirees and near-retirees create tax-efficient income strategies and legacy plans

Rooted in Community, Accessible Anywhere

While based in Virginia Beach, Planning Within Reach offers virtual financial planning across the U.S. With firsthand experience as a military spouse, I understand the importance of flexibility, trust, and a long-term relationship—no matter where life takes you.

Let’s plant the seeds of a strong financial future, together.

Meet Virgina Beach Financial Planner

Linda Rogers Financial Planner

Learn About Our Services for Virgina Beach Residents

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One-Time Financial Plan

A one-time comprehensive plan is ideal for families and individuals who want a custom strategy that clearly maps out how to meet their financial goals.

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Investment Management + Financial Planning

Imagine not having to worry about rebalancing your portfolio or choosing appropriate investment options. Let us do it for you so you can focus on the things you enjoy.

Planning Within Reach is Different

We are building a business of doing right by our clients as fee-only fiduciaries. At PWR, we do not receive any type of sales commission and never sell insurance or any other financial products. Our process is thorough and detailed, but you will find us approachable and honest. We offer our clients customized solutions for a flat project or assets under management fee. We are proudly a woman-owned firm with advisors who will be around to see you through your retirement years.

√ Fee-Only
√ Fiduciary
√ Virtual and Convenient
√ Transparent Pricing
√ Designated Advisor
√ Comprehensive
√ Impact Investments
√ Woman-Owned
√ San Diego