Personal Financial Planning

With the stress and demands of a full-time job, many working professionals put off financial planning, with the vague idea that they’ll “get around to it someday.” In fact, the very best time to begin the planning process is right now. Your future depends on it.

But how do you begin saving for retirement when your rent or next car payment is due at the end of the month? PWR can help. Our comprehensive personal finance services are geared toward achieving your individual goals – including investment advice, retirement planning , reviewing company benefits and all other factors affecting your ability to make and save money for the future.

Working with PWR, you can expect to gain new confidence about your overall financial picture. And when things no longer seem out of control, you can work even harder – and with more focus – on achieving what you want to be as a professional and as an individual.

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.

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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