Expert advice tailored to fit YOU
PS Worth, is fee-only financial planning firm. Our sole focus is providing objective, client-centered guidance.
While we don’t sell financial products, we do make thoughtful insurance recommendations when appropriate. We also review and help you construct investment portfolios tailored to your goals, your values, and time horizon, including specific, actionable advice. Our goal is to ensure your investments are well-aligned with your risk tolerance and properly diversified for long-term success.
HOW IT WORKS
Comprhensive Financial Planning
We offer personalized planning solutions for women and their families, including business owners, professionals, and women in transition.
Understand where you are
We analyze your current situation to help define your goals and create a step-by-step plan to make them a reality.
Pricing
At PS Worth, we offer three clear, flat-fee pricing options to help you build wealth and a secure financial future — and adjust as you grow. Only pay for the services you need.
Foundation
$99/mo
$2000 one-time planning fee
Key Features:
- Written financial plan
- Focus areas include:
- Debt management
- Cash Flow
- Savings
- Employee Benefits
- Semi-Annual financial checkup
- Unlimited meetings and email access
Core
$199/mo
$2500 one-time planning fee
Everything in Foundation, plus
- Personalized investment recommendations
- Focus areas include:
- Debt management
- Cash Flow
- Savings
- Employee Benefits
- Risk Management
- Investments
- Retirement Planning
- Specialized Goals
- Tax Planning
- Estate Planning
Comprehensive
$299/mo
$3000 one-time planning fee
Everything in Core, plus
- Complex planning for Self-Employment, RSUs, ISOs, and inheritances
- Focus areas include:
- Debt management
- Cash Flow
- Savings
- Employee Benefits
- Risk Management
- Investments
- Retirement Planning
- Specialized Goals
- Tax Planning
- Estate Planning
- Equity Compensation
- Business Planning
