San Diego Fee-Only & Fiduciary Financial Advisors
From Our Founder, Linda Rogers
“I have been helping families and individuals through transitions for over a decade. From families with young children to individuals preparing for retirement, I understand that many people feel overwhelmed with too many choices and not enough time. I like helping them cut through the noise, clarify their priorities and create a plan to keep them on track financially.”
Who We Work With
While we work with a wide variety of clients, most of our clients are ages 30-50 years old, married and juggling multiple savings goals. Our clients are financially savvy, but need help putting all the pieces together. They are often ready to outsource financial tasks, such as managing their investments and preparing their taxes, so they can focus on their careers and spend more time with their families.
Our clients want a socially and environmentally responsible investment portfolio and appreciate our holistic approach to their finances. They love having one contact for their financial planning, investment management and tax preparation needs, saving them time and money.
Virtual Fee-Only Financial Planners
At Planning Within Reach, we are fee-only fiduciaries meaning we are obligated to put our clients’ interests first. We don’t sell investment products or insurance. We get paid for our advice and are able to work with individuals and families of all wealth.
We take a customized approach to help you gain control of your finances and make wise decisions for the future. You will have a dedicated advisor to guide you through the process.
We are a virtual financial planning, investment management and tax preparation firm. That means no commuting, no babysitter and flexible meeting times. Our clients are located around the globe and couples have the ability to connect with us even if they are in two different locations.