Fee-Only Financial Planning Services

Planning Within Reach offers a selection of financial planning services designed to meet your needs. Whether you’re a working professional or head of a family with young children, feel a sense of security as we help you make the most of your money and provide an action plan for the future.

Planning Services Comprehensive Financial Plan

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

Planning Services Newlywed Financial Plan

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

Planning Services Get On Track Planning

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

Planning Services Annual Reviews

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

Planning Services Tax Preparation

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

In the Media

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Ask Linda: We’re Getting Divorced. Now what?

Dear Linda, My spouse and I recently decided to get a divorce. What should we expect with regards to the divorce process and its financial implications? I am particularly concerned about how my retirement plan will be affected.  Separated Sam Dear Sam, We outlined the most common ways to obtain a divorce below, including the estimated price for each process. While this is not meant to replace your own due diligence, it should help you get started. Here are the... Read More

What is AD&D Insurance?

Dear Alicia, I have the ability to buy AD&D Life Insurance at work. The coverage would cost me less and I would get a higher death benefit than the Term policy I currently have. Should I buy it? I don’t understand the difference? – Insurance Irene  Dear Irene, In general, life insurance is purchased to give those who are dependent on your income a lump sum of cash upon your death so they can sustain their current lifestyle. An AD&D... Read More