Fee-Only Personal Financial Planner: Who We Serve

PWR serves young families, individuals, and newlyweds of all wealth. We’re committed to helping our clients navigate their important financial decisions.

We understand that sharing information about your personal finances is sometimes difficult. That’s why we treat all of our clients with complete discretion, confidentiality, and trust. We’re passionate about guiding them towards smart decisions and a life free from financial anxiety.

Families

Parents have a lot to deal with, especially after the birth of a child. How can they organize their personal finances for the future? Learn More >>

Individuals

Whether you’re a professional who’s been in the workplace for many years or are just getting a handle on your first job, PWR can help you. Learn More >>

Newlyweds

After the honeymoon, we help you create joint financial goals and a joint financial plan for you and your spouse. Learn More >>

Retirees

It can be hard to stop saving money and to start spending it but we will be there for you for the next 20+ years. Learn More >>


In the Media

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How to Recognize a Ponzi Scheme

A Ponzi scheme is a fraudulent investment. The organizers of the scheme do not invest your money in something with intrinsic value. Instead, they pay you a “return” with the contributions of new investors. Ponzi schemes received their name in the 1920’s after Charles Ponzi was convicted of running this type of business. Despite all the knowledge we have of previous Ponzi schemes, they continue to defraud people from all walks of life. We are even seeing a new wave... Read More

Credit & Debit Cards to Use Abroad

Are you traveling abroad this summer and unsure which of your “plastic” you should bring with you? Travel is already a luxury but it can get even more expensive when each purchase is racking up additional fees. Recently I went to Asia and did some research of my own. Hopefully, this will help you decide which of your cards you should bring, what fees you should know about, and when to use a debit card versus a credit card. Credit... Read More