Fee-Only Personal Financial Planner: Who We Serve

PWR serves young families, individuals & 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 >>

Current Clients

A guide for our current clients to their documents and meetings. Learn More >>


In the Media

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5 Myths About Credit Scores for Newlyweds

My Newlywed clients often ask me about how their credit score changes when they get married. I am sharing some of the typical myths I hear and discussing how your credit score is really affected by getting married or divorced. Myth 1: We have a joint credit score as a couple. Credit scores are calculated and given on an individual basis. When you get married, your credit scores do not get merged into one joint score. You will each remain... Read More

Allowances for Children

Age 5 is a common age when parents start thinking about issuing an allowance to children.   The goal with an allowance is to teach children about personal finance and delayed gratification.  Children who practice delayed gratification tend to be more successful in life.  Thankfully, this is a skill that can be acquired with practice.   You may choose to tie the allowance to chores, or not.  There are two schools of thought on the topic, which you can read about here.  Personally, I... Read More