Looking for Answers to Build a Secure Financial Future Without a Long-Term Commitment?
If so, we’ve got a solution.
As advice-only, fiduciary planners, we always put our clients’ best interests first, but beyond that you only pay for the time and services you need. In addition to not accepting commissions, we also do not require clients to have a certain size portfolio to work with us. In fact, many of our clients are just starting to invest and don’t have any investments.
Our process starts with a detailed understanding of your goals and the questions you have, your current financial situation, and then we develop customized solutions. If you want to learn more about us, you can request a complimentary meeting by either completing the form at the bottom of this page or clicking on the button below. We look forward to hearing from you.
Hello, I’m Patricia Stallworth
I’ve been a financial and business advisor for 20+ years. My background includes work with Deloitte, American Express Financial Advisors, and the Small Business Development Center.
My Story: I grew up in a family where money was never talked about and even though I had an MBA, I still didn’t know anything about managing my money. So, I let someone else manage manage my money for me and they lost it all. The moment when I realized that all of my money — that all of the money I had been saving for years was gone — I decided, NEVER AGAIN. So, I switched careers, became a financial advisor so I could learn how to manage money, and the rest, as they say, is history. Today, I’m on a quest to help others take charge of their money so they can avoid some of the traps I fell into.
Who I work with: Typically, my clients are executives or business owners. In many cases, they are so focused on building a successful career or business that they often negelect their finances, and as a result, they can feel overwhelmed and stressed out because of it. So, I help them take back control of their money, and put systems and strategies in place to protect and grow the money they’ve worked so hard for while still having time to enjoy life and worry less about money.
For example, a former client Vanessa, an HR VP, wanted to take her firm to the next level but she was stuck. Her earnings had plateaued and nothing she did seemed to have any effect. Plus, since she had put all of her savings into growing her business, she was afraid she could lose everything and become a bag lady if anything went wrong. I helped her build a strategy for her business that included getting greater clarity regarding her ideal client, pricing, and developing an additional income stream to start shoring up her savings. Once the pressure was off, she was able to breakthrough her earnings plateau, build a healthy cash reserve, start saving for retirement which lowered her tax bill, and now she has both more time and money so she can focus on the things that are most important to her.
PS Worth is a fiduciary. We are a fee-only financial and business planning advisory committed to your goals. While we are new to California, our expertise has been honed since 2006 ensuring you receive seasoned guidance tailored to your specific needs.
Our comprehensive planning services empower you to take control of your financial future and business success. We offer three distinct planning packages designed to suit your specific requirements:
Hourly or Project Planning
We specialize in crafting personalized financial strategies that encompass a range of crucial areas. From comprehensive financial planning and retirement strategies to investment advice, insurance coverage, estate planning, and tax optimization, we take a holistic approach to cover all of the main areas that impact you. Additionally, we provide targeted plans for achieving specific milestones, such as purchasing your dream home.
Thriving in today’s competitive marketplace requires a well-crafted roadmap. Our strategic business plans are tailored to your organization’s unique needs. We analyze your business environment and design a strategic framework to propel your long-term growth. Our plans encompass innovative solutions to sidestep challenges and seize opportunities, ensuring your business thrives in an ever-evolving market.
For a holistic approach to your financial and business endeavors, we offer a combined package that integrates the power of personal financial planning with our strategic business expertise. This comprehensive solution empowers you to synchronize your personal and professional goals, optimizing your overall financial success.
Got financial questions but don’t want strings attached — a long time commitment or fees based on the size of your portfolio? We offer hourly or project based solutions, including retirement planning, specific investment recommendations, tax planning, college saving, risk management reviews, estate planning, and more.
We understand that no two individuals or businesses are alike. Our approach is highly personalized, and we are committed to delivering tailored strategies that align with your aspirations.
Our Process: After you have reviewed our site, contact us to arrange an introductory call to discuss your financial planning needs, provide you with a quote for initial services, and determine if we are a good fit.
Once you decide to work with us, we’ll gather additional data, perform an indepth analysis of your current financial situation, and develop a plan that fits your specific objectives and risk tolerance.
At the presentation meeting, we will review the plan, our recommendations, and answer any questions you might have. If you have signed up for our ongoing services and reviews, we will begin work on action items and schedule our next meeting. However, if you have decided not signed up for our ongoing services and reviews, you will have have everything you need to act on our recommendations on your own, or you can decide to continue working with us to implement your plan.
If you’re ready to take charge of your money and use it to create the life you want, and you’re curious about what it would be like to work together, Let’s Talk.
Let’s start with a complimentary consultation. Let’s discuss your goals, your challenges, and see if we are a good fit. Sign up below!