Announcing Our Workshop Series!
Join us! Sign up for individual workshop or the series.
Up Next:
Reset 2025: Create a Plan to Protect and Grow Your Money In Uncertain Times
A 3-hour workshop – TBD
All-in-one financial planning for
mid-career professionals and entrepreneurs
About PS Worth...
PS Worth (PSW) is a financial planning and education boutique firm.
Patricia Stallworth, CFP®, the founder and CEO of PS Worth, is a seasoned financial expert who has dedicated her career to helping mid-career professionals and entrepreneurs streamline their finances, maximize earnings, and achieve their life goals. [Read more]
We offer:
Tailored Expert Advice
As CFPs and fiduciaries we will always put your best interests first.Education-Based Planning
You work hard for your money. Learn how to make your money work for you.Action Plans
We'll develop action plans to achieve your goals faster.Flat Fee Pricing
No hidden fees and asset under management (AUM) fees.Smart Tax Strategies
Plans with taxes in mind so you get to keep more of what you make.Goal-Based Investment Strategies
When you invest with a goal in mind, it's easier to stay motivated and on track.
Latest Blog & Podcast News
IRS Announces Changes to Contribution Limits for 2025
Here are some important contribution limits to be aware of for 2025: Type of Account Individual Contribution Limit Catch-up Amounts 401(k) $23,500 $7,500 (50-59 or 64+) $11,250 (60-63) IRAs (Roth and Traditional) $7,000 50+ $8,000 HSA – Single HSA – Family $4,300 $8,550 55+ $1,000 Business Retirement Plans SEP-IRA $70,000 Solo 401(k) $70,000 $7,500 (50-59 […]
How to Set Financial Goals
Setting financial goals—whether for the short, mid, or long term—is a crucial step toward securing your financial future. Without clear goals, it’s easy to spend more and save less than necessary, potentially leaving you unprepared for unexpected expenses or retirement. Having defined goals helps you think ahead, plan effectively, and stay on track, not only […]
