PWR offers one-time comprehensive financial planning and impact-focused investment management. We are based in San Diego, CA but work with clients worldwide. Our clients are busy professionals and impact investors looking to generate a positive environmental and social return alongside their financial return.
A one-time comprehensive plan is ideal for families and individuals who want a custom strategy that clearly maps out how to meet their financial goals. Imagine not having to worry about rebalancing your portfolio or choosing appropriate investment options. Let us do it for you so you can focus on the things you enjoy.
A one-time comprehensive plan is ideal for families and individuals who want a custom strategy that clearly maps out how to meet their financial goals. Imagine not having to worry about rebalancing your portfolio or choosing appropriate investment options. Let us do it for you so you can focus on the things you enjoy.
Services
While we work with a wide variety of clients, most of our clients are ages 30-60 and juggling multiple savings goals. Our clients are financially savvy but need help putting all the pieces together. Our clients want a socially and environmentally responsible investment portfolio and appreciate our holistic approach to their finances.
In 2005, I read about airline companies filing for bankruptcy and defaulting on their employee pension plans. Overnight, employees saw their retirement income disappear or be greatly reduced. I felt a sense of panic that I, myself, did not have a retirement strategy in place. I had my employer's 401k plan and other benefits that I did not completely understand.
Planning Within Reach is a Virtual Financial Planning, Investment Management and Tax Preparation Firm. We do not meet clients in a traditional office space. We work from our home offices and engage with clients in secure, on-line environments such as Zoom (video conferencing) and Box.com (file sharing).
No, we are a virtual financial planning office and meet all of our clients via screen sharing or phone. We work with clients all over the world. We created our business this way because most of our clients work late, have kids, manage busy schedules and/or move often. You need someone who's qualified to help you plan for the future, someone you trust and someone who is a fiduciary.
PWR offers a one-time customized comprehensive financial plan. This provides a solution to your urgent questions and a comprehensive review of all areas of your financial life. We summarize where you are today and show you how to get to where you want to be. A comprehensive plan is ideal for families and individuals who want a custom strategy that clearly maps out how to meet their financial goals.
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