Fee-Only Financial Planning Services

Planning Within Reach offers a selection of financial planning services designed to meet the individual needs of our clients. Whether you’re a working professional or head of a family with young children, our approach will help you make the most of your savings, enhance your cash flow situation and provide a clear-cut direction for the future financial well-being of you and your loved ones. All for one flat rate project fee per engagement.

Services Comprehensive Financial Plan

Full financial planning looking at all areas of your financial lives. Learn More >>

Services Newlywed Financial Plan

After you say "I Do", don't have a financial "No Clue" Learn More >>

Services Get On Track Planning

A proven plan for paying down debt. Learn More >>

Services Annual Reviews

Annual update for our previous planning clients looking for a check-up or new analysis. Learn More >>

Services Tax Preparation

Tax planning and preparation for individuals and families. Learn More >>


In the Media

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A Newlywed’s Guide to Updating Insurance

A lot of things change when you get married, including your insurance options. Making sure your insurance is adequate once you are married is an important step to take. You have the option of buying new, combining, and/or discontinuing policies you will no longer need. Here are the insurance coverages we recommend you review or consider purchasing once married. Life Insurance After you say “I Do”, you might need to increase your life insurance coverage. The bills you would leave your spouse with include,... Read More

Tax Planning for 2018

The TCJA (Tax Cuts and Jobs Act) passed in late 2017 affects your tax planning for 2018. We highlighted the changes that are most likely to pertain to our clients. The information is general in nature, and not a substitute for individual and customized tax advice from your tax preparer. 1) Some retirement plan contributions have increased. If you contribute to a TSP, 401k, or 403b, you may be eligible to increase your savings. The limit is now $18,500 versus... Read More