Planning Within Reach is a Virtual Financial Planning and Investment Management Firm.

What does it mean to be a virtual financial advisor?

We do not meet clients in a traditional office space. We work from our home offices and engage with clients in secure, on-line environments such as Zoom (video conferencing) and Box.com (file sharing).

PWR transitioned to a 100% virtual practice in 2017 and we now serve clients all across the U.S.

The Benefits of Working with a Virtual Financial Planner

Save Time

How does working with a virtual financial advisor save you time?

Being virtual means you do not have to drive, in traffic, to our office. You can meet with us on your lunch break at work, from your couch at home or on even while you are vacation. As long as you have a device and the internet, we can meet.

Save Money

How does working with a virtual financial advisor save you money?

You don’t have to take time off work or hire a babysitter to meet with us since we do not hold strict 9-5 office hours. Meet us when it is convenient for you, from wherever you are, and save on gas and parking costs.

Better for the Environment

How does being a virtual financial planner impact the environment?

Since we don’t drive to an office everyday, and our clients are not required to drive to see us, there are less cars on the road and less carbon dioxide being emitted. In addition, we don’t print lengthy plans for our clients. Whenever possible, we minimize our consumption of paper, ink, and other supplies.

You Can Live Anywhere

Does it matter where you live when you work with a virtual financial planner?

The PWR planners have lived in many states over the years and so have our clients. Over 40% of our clients have moved to a new city since we started working with them. We have been able to “move” with these clients and remain a constant in their lives.

Our Virtual Financial Planning Team

LINDA ROGERS, CFP®, EA, MSBA

LINDA ROGERS, CFP®, EA, MSBA