Family Financial Planning

PWR works with families in all financial brackets. We recognize that parents, especially families with young children, benefit from the guidance to make important financial decisions.

Whether you are raising a child with a partner or are a single parent, you need to know the right amount of money to save towards retirement and your child’s education.  With the birth of a new child, you may find yourself needing a bigger house, a new car to accommodate car seats and more life insurance to protect your growing family. How much house can you afford? How much insurance do you need? How do you balance saving for retirement and college while maintaining a work-life balance? We answer all of these questions and help you prioritize so you can have the peace of mind that you are on track.

PWR has a particular focus on family financial planning because we believe it is so important to establish strategies providing for the needs of the family members early on. We simplify the planning process in a way that is clear and easy to understand regardless of your prior financial knowledge.

Every family needs a Comprehensive Financial Plan. We enjoy helping families organize and structure their finances, and we would like to do the same for you.


Your Finances, Your Way

Planning Within Reach is committed to helping you achieve your financial goals. We're here to help, which is why we offer free resources. Download this tip sheet to learn some practical advice on controlling spending.

Download Now

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