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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Ask Linda: Is it safe to have all of my money at one Brokerage firm?

Dear Linda, I remember being told that I shouldn’t keep more than $250,000 at one bank since that is the FDIC insurance limit. What about my money at a brokerage institution, such as Schwab, Vanguard, or Fidelity? Should I spread my money out across brokerage firms as well? Curious Carl Dear Curious Carl, Protecting your money in the bank versus your money in a brokerage firm requires two separate approaches. Let me explain the process for both. How to protect... Read More

Impact Investing: Creating a Strategy

Impact investing offers similar, if not better, returns than traditional investing with the added benefit of creating positive social and environmental change. That being said, creating an impact investment strategy does not have to be a major shift from what you are already doing. We recommend a top-down, holistic approach to impact investing versus divesting from companies or industries in an ad hoc manner, which can lead to underperformance. At a minimum, it can mean the inclusion of environmental, social and governance (ESG) ratings in the... Read More