PATRICIA STALLWORTH, MBA, CFP®
Welcome to PS Worth!
PS Worth is a fee-only, independent, firm with a focus on holistic financial planning. Our mission is clear: empower women to seize control of their finances, unlocking a world of choices and the freedom to live their best lives.
MISSION: To help as many women as possible feel emplowered to take charge of their money because when they do, they have choices, including the option to live their best life.
VISION: A world where a wealth gap ceases to exist for women.
We are new to California, our roots in business and financial planning date back to 2006. After a move from Atlanta and a brief hiatus, PS Worth was reignited in 2023, now thriving as a virtual firm. The excitement lies in our newfound ability to serve clients nationwide!
Join us on this empowerinf financial journey at PS Worth — because your financial freedom is worth it!
About Patricia
For most of my 25+ year career, I’ve crisscrossed between business and finance — working at firms like Deloitte and American Express Financial Advisors.
It was not until I went to work with the Small Business Development Center that I realized that so many business owners were experts in their areas but not so good at money management. As a result, I saw so many of them shortchanging their futures simply because they didn’t understand the money side of their business.
So, when I started my firm, I decided to combine the two areas I love — personal financial planning and business finance. To that end, I love coaching entrepreneurs on strategic planning to maximize their profitability while growing their personal wealth at the same time. It’s the perfect combo to live your best life!
Personal notes to you:
- Money can be a scary. I know, I’ve been there myself and I’ve worked with a number of business owners 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 and 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.
As your partner my goal is to help simplify your finances, maximize your profitability, and build personal wealth.
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