Planning Within Reach

Experienced Financial Planning and Investment Management

At Planning Within Reach, LLC, we are passionate about helping busy professionals and impact investors like you achieve their financial goals. Our team, led by Linda Rogers, a certified financial planner (CFP), enrolled agent (EA), and Master of Science in Business Administration (MSBA), has been serving clients for over a decade. We specialize in comprehensive financial planning and impact-focused investment management.

What Sets Us Apart

We take a unique approach to financial planning and investment management. As a fee-only fiduciary, our primary focus is on serving our clients' best interests, not on selling financial products. This means we receive no commissions or kickbacks, ensuring our advice is unbiased and tailored to your individual needs. Our flat project or assets under management fee provides a transparent and cost-effective solution.

Comprehensive Financial Planning

Our comprehensive financial planning services are designed to help you achieve your goals. We will work closely with you to:

• Assess your financial situation and goals
• Develop a personalized financial plan
• Create a customized investment strategy
• Monitor and adjust your plan as your situation changes

Impact-Focused Investment Management

Our investment management services are designed to help you grow your wealth while aligning with your values. We offer a range of investment strategies, including socially responsible investing and environmental, social, and governance (ESG) considerations, to help you achieve your financial goals while making a positive impact on the world.

Fiduciary and Fee-Only Approach

As a fiduciary, we have a legal obligation to act in your best interests at all times. Our fee-only approach ensures that our advice is unbiased and free from conflicts of interest. We believe this approach is essential to building trust and delivering exceptional results for our clients.

Meet Our Founder, Linda Rogers

As a seasoned financial professional, Linda understands the importance of financial planning and investment management. With over a decade of experience, she has helped dozens of clients achieve their financial goals. She is dedicated to providing personalized service and expert guidance to help you achieve financial peace of mind.

Who We Work With

We work with a wide range of clients, including busy professionals, impact investors, and families. Our clients are often juggling multiple savings goals, seeking a socially responsible investment portfolio, and seeking a trusted advisor to guide them through the financial planning and investment process.

What Our Clients Say

Our clients rave about our services, citing our expertise, personalized approach, and transparent communication. We are proud of our reputation for exceptional service and the positive impact we have had on our clients' financial lives.