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 >>


In the Media

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A Newlywed’s Guide to Updating Insurance

A lot of things change when you get married, including your insurance options. Making sure your insurance is adequate once you are married is an important step to take. You have the option of buying new, combining, and/or discontinuing policies you will no longer need. Here are the insurance coverages we recommend you review or consider purchasing once married. Life Insurance After you say “I Do”, you might need to increase your life insurance coverage. The bills you would leave your spouse with include,... Read More

Tax Planning for 2018

The TCJA (Tax Cuts and Jobs Act) passed in late 2017 affects your tax planning for 2018. We highlighted the changes that are most likely to pertain to our clients. The information is general in nature, and not a substitute for individual and customized tax advice from your tax preparer. 1) Some retirement plan contributions have increased. If you contribute to a TSP, 401k, or 403b, you may be eligible to increase your savings. The limit is now $18,500 versus... Read More