Expert advice tailored to fit YOU
PS Worth is a boutique fee-only financial planning firm specializing in helping women and their families build secure financial futures.
We are a fiduciary and we offer personalized solutions that include:
- A stress free environment — we don’t sell insurance or investment products.
- The option to structure your program to fit your needs, including the number of meetings and updates you receive throughout the year.
- No AUM fees, no requirement to move your investments, or even that you have any investments.
- A variety of payment options including hourly, flat fee, and subscription fees.
We’re here to support today’s woman in all of her roles — making life transitions smoother, encouraging growth, and standing beside you every step of the way. Think of us as your sounding board, your guide, and your cheerleader as you build financial stability and ultimately, financial freedom.
OUR CORE SERVICE
Comprhensive Financial Planning
We build comprehensive financial plans using a 3-step process: (1) We determine where you are currently; (2) we create a plan based on where you want to go; and, (3) we help you implement your plan so you stay on track.
Understand where you are
We analyze your current situation to help define your goals.
Plan where you
want to be
want to be
We use your data to create a step-by-step plan to make your goals a reality.
Build your future on purpose
Implement your plan and we will be there to guide you every step of the way.
Cash Flow
Know your inflows and outflows
Investments
Build a diversified portfolio
Retirement
Plan your next chapter
Tax & Estate Planning
Create proactive plans
More…
Equity compensation, education savings, long-term care, etc.
