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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Credit Lock v.s. Freeze. Don’t Get Fooled.

Dear Alicia,  I have been following your newsletter telling me that credit freezes will now be free. The other day I was watching television and saw an advertisement for Experian’s Credit Lock Services. Should I sign up for that instead of the freeze? It sounds exactly the same to me. Thanks, Credit Craig Dear Craig, Great question! A credit freeze and a credit lock are two separate services. They are very similar but do have distinct differences. Credit Lock: Instant... Read More

Can’t get yourself FIREd? You can still have a LIFE.

FIRE stands for financially independent, retire early. The movement continues to grow, with retirees in their 20’s through 40’s. It has caught on because it is unexpected – we don’t picture retirees being so young. Yet it is entirely possible and there is an ever-growing number of blogs and books that prove it. The typical profile of someone who has achieved FIRE: Graduated from college with very little or no student loan debt Earned $100,000+ per year with benefits Saved... Read More