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It all starts with a quick chat.
We help you manage your money so you can live fully today and plan purposefully for tomorrow.
PS Worth is a Southern California-based, fee-only financial planning firm specializing in helping women and their families design their ideal lives without adding more to their plate. We help you identify and prioritize your goals, then walk with you as you implement your plan. We believe in the idea of living fully today but planning purposefully for tomorrow. Our aim is to simplify your finances so you can focus on what’s really important to you.
Solutions we provide:
Comprehensive financial planning, including:
- Mindset and Goal Planning
- Cash Flow Planning
- Investment Management
- Insurance Solutions
- Next Chapter Planning
- Tax and Estate Planning
Why women need specialized financial advisors…
Women have unique challenges and opportunities. Three major challenges we face that are often unaccounted for in traditional financial planning include:
- Lower savings potential primarily due to pay inequities which can hamper our ability to take full advantage of compounding and other tools to build wealth with less money and effort.
- Longer lifespans which generally means that we have to make less go farther, so we have to plan more purposefully.
- Less financial education which can lead to hesitancy and poor decisions when it comes to investing.
The good news is, at PS Worth we specialize in helping women build wealth and secure financial futures, and we can help you address these realities with our services like personalized financial planning tailored to longer lifespans, detailed cash flow planning to maximize every dollar, and financial education so you can have a better relationship with your money.