PATRICIA STALLWORTH, MBA, CFP®
Welcome to PS Worth!
PS Worth is a fee-only, independent, firm. We offer comprehensive financial planning. All of our services are designed to empower clients with the tools and skills so they can stay in control of their finances. We know that when you have control of your finances, you have choices + the freedom to live your best life.
We are a fiduciary…
Our goal is to meet each client where they are on their financial journey and provide guidance as well as a trusted environment. We don’t require that you meet an asset minimum or move your assets to work with us.
We are an independent firm, we do not sell products — we will only make recommendations that are in your best interest.
As a fiduciary, we are legally and ethically bound to act in your best interests and to prioritize your financial well-being over the firm’s profits.
About Patricia
Patricia Stallworth, MBA, CFP®, the CEO/Founder of PS Worth, has 20+ years in financial planning and is dedicated to helping clients streamline their finances, maximize earnings, and achieve their life goals. She is the author of several books, including Minding Your Money and How to Get Divorced Without Losing Your Blouse, and she has been featured in numerous publications.
On a personal note:
For most of my career, I’ve crisscrossed between business and finance — working at firms like Deloitte, American Express Financial Advisors, the Small Business Development Center, and Facet Wealth — because I loved both areas. And while it might sound a little disjointed, it’s actually a plus because so many concepts from finance apply to business and vice versa, so I can share the best of both worlds with my clients.
So here’s my promise to you:
- Money can be a scary. I know, I’ve been there myself but I’ve worked with a number of people who started out fearing their numbers who are now using them to make better decisions. This is a no judgement zone.
- I promise to communicate using plain English BUT I’m putting it on you to ask questions if you don’t understand something.
- As a fiduciary, I am committed to prioitizing your best interests above all else, all of the time.
As your partner my goal is to help simplify your finances, maximize your profitability, and build personal wealth.
