Expert advice tailored to fit YOU
PS Worth is an “Advice-Only” firm — we do not sell insurance or investments. However, we will make insurance recommendations when appropriate and we will review and/or help you build a portfolio, including specific recommendations based on your goals and timeframe. In addition, we’ll help ensure you have the proper allocation and risk profile across your investments.
Planning Options
All of our plans are customized to meet your specific needs. In each case, we take a holistic approach so that the plan not only fits you, but it also considers other areas that might be impacted.
Hourly Planning
Get answers to your burning questions with no strings attached.
After your complimentary call, we’ll send you a questionnaire to learn more about your question(s), and then we’ll schedule a time to talk.
90-Day Intensive
Looking for guidance in the areas of spending, saving, budgeting, debt planning, building an emergency fund, and retirement planning? The 90-Day Intensive includes a combination of education and planning to build a foundation for your finanical future.
Strategic Plan
Our strategic plan takes a deep dive into one or two specific areas of financial planning such as, retirement planning, divorce planning, or providing for elderly parents, and provides a framework along with recommendations to achieve your specific goals.
Comprehensive Planning
Our comprehensive plan covers all aspects of your financial life and includes ongoing support, plan updates, and periodic check-ins and reviews.
Areas covered include:
goal setting and planning, cash flow analysis, debt management, investments, tax planning, education savings, retirement planning, insurance, and estate planning.
*Plan pricing is based on the scope and complexity of the plan. We offer fixed-fee pricing as well as subscription-based pricing.
Planning/Education Elements
Cash Flow Planning
Review what's coming in, what's going out, and where it's going to help plan your saving, spending, investment strategies.Goal Planning
Develop a strategy to achieve specific goals, that may include retirement, homebuying, debt elimination, education planning, entrepreneurship, and family planning, plus other specific goals.Investment Management
Assist in the development of a portfolio that incorporates your goals and circumstances.Protection Planning
Look for uncovered risks so you and your family are protected against negative events, including high level insurance and estate planning.Tax & Estate Planning
Incorporate opportunities to reduce your overall tax burden; and ensure that documents are in place to carry out your wishes.Money Mindset Strategies
Review your money story, make shifts when necessary, and monitor your progress.Financial Wealth Check-Up
Just as you visit your doctor annually for a health check-up, it’s important to give your finances a yearly check-up too. Over the course of a year, life changes—like missed opportunities, shifting goals, or changes in your family or lifestyle—can impact your financial future.
If it’s been more than a year, you’re overdue!
Schedule your financial check-up today to gain confidence in where you stand and take the steps needed to stay on track or get back on course.
