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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.
Who we serve
Professional Women
Financial planning designed to help build security, independence, and long-term wealth.
Business Owners
Empowering women entrepreneurs with personalized financial strategies to grow and protect wealth.
Women in Transition
Personalized financial guidance designed to provide clarity, security, and confidence as you navigate the next chapter.
Solutions we provide:
Comprehensive financial planning that includes a clear vision of the path forward, collaborative decision-making, a portfolio plan that is uniquely yours.
- Mindset and Goal Planning
- Cash Flow Planning
- Investment Management
- Insurance Solutions
- Next Chapter Planning
- Tax and Estate Planning
Why women need specialized financial advisors…
Today, women are more educated, more active in the workforce, and have greater financial influence than ever before. Yet, many traditional financial plans still overlook the unique realities women face when building and protecting wealth.
At PS Worth, we understand these challenges—and we’re here to help you turn them into opportunities.
The Financial Realities Women Face
1. Pay inequities and career interruptions
On average, women earn about $0.82 for every $1 men earn—and the gap is even wider for Black and Brown women, who may earn as little as $0.55 on the dollar. Lower lifetime earnings often mean smaller retirement benefits such as Social Security and pensions. In addition, women are more likely to step away from the workforce to care for family, further impacting long-term savings potential.
2. Longer lifespans
Women typically live five to seven years longer than men. That means we need to make our savings last longer—and plan more strategically for healthcare, lifestyle, and legacy goals.
3. Less confidence in investing
Only one in four women feels confident making investment and savings decisions, according to McKinsey. This often stems from limited access to financial education and advice tailored to women’s experiences.
How PS Worth Can Help
We specialize in helping women build wealth, grow confidence, and secure their financial futures. Our services include:
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Personalized financial planning designed for longer lifespans and life transitions.
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Detailed cash flow strategies to maximize every dollar and prioritize what matters most to you.
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Financial education and coaching to help you feel empowered and confident in your money decisions.
At PS Worth, we believe financial independence isn’t just about money—it’s about freedom, security, and peace of mind. Let’s plan your path forward, together.