Fiduciary and Fee-Only Financial Advisors For Families of All Wealth

Planning Within Reach is a Fiduciary and Fee-Only Financial Advisory Firm. Our planners are located in San Diego, CA and Memphis, TN. We work virtually with our clients and offer comprehensive financial planning, impact focused investment management and tax preparation services. PWR is a woman-owned firm who serves families with young children, young professionals, and pre-retirees.


Fiduciary and Fee-Only Financial Advisory Services That Save You Time

Custom Financial Advice

financial planning.jpg

A comprehensive plan is ideal for families and individuals who want a custom strategy that clearly maps out how to meet their financial goals.

Investing With An Impact

Investment.jpg

Imagine not having to worry about rebalancing your portfolio or choosing appropriate investment options. Let us do it for you so you can focus on the things you enjoy.

Seamless Tax Preparation

tax prep.jpg

Our Tax Preparation services are ideal for families and individuals who do not have the time or confidence to prepare their own taxes or who have received sub-par service from their current tax preparer.


Meet Our Knowledgeable Fiduciary and Fee-Only Financial Planners

linda-round.png

Linda Rogers, CFP®, EA, MSBA - Memphis Financial Planner

“My role is not to judge, or say ‘no’, but to make sure you considered all of your options and understand the ramifications of your financial decisions. With good planning, you’ll have more power than you think you do - whether it’s to retire early, pay less in taxes or maximize your portfolio for a changing future.”

 
 
Alicia-Butera-circle (1).png

Alicia Butera, CFP® - San Diego Financial Planner

“I want my clients to feel confident, educated and reassured in their financial journey. My clients are in the driver’s seat, but I am here to keep them accountable and on the right path towards reaching their goals.”

 

Planning Within Reach is Different

 

We are building a business of doing right by our clients as fee-only fiduciaries. At PWR, we do not receive any type of sales commission and never sell insurance or any other financial products. Our process is thorough and detailed, but you will find us approachable and honest. We offer our clients customized solutions for a flat project or assets under management fee. We are proudly a woman-owned firm with advisors who will be around to see you through your retirement years.

√ Fee-Only
√ Fiduciary
√ Virtual and Convenient
√ Transparent Pricing
√ Designated Advisor
√ Comprehensive
√ Woman-Owned
√ San Diego & Memphis