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.
Strategic Planning
Our strategic planning includes a deep dive into one or two specific areas of financial planning such as, retirement planning, divorce planning, providing for elderly parents, or understanding your finances when you are new to financial planning, and it 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.
Just Need a 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.
Planning Elements
Our plans may include the following elements:
