PS Worth, LLC is a fee-only financial planning firm. PS Worth provides financial planning services on topics such as retirement planning, risk management, college savings, cash flow, debt management, work benefits, and estate and incapacity planning. Financial planning is offered via ongoing and project-based engagements. PS Worth also offers a financial coaching membership program.
Fee Structure
PS Worth offers ongoing financial planning for a recurring fixed monthly fee, ranging from $250 to $3,000. The fee depends on the complexity of your situation. You'll work one-on-one with a financial planner to develop and implement your financial plan, which will be monitored and updated as needed.
PS Worth offers project-based financial planning for a fixed fee between $2,500 and $12,000, or an hourly rate of $250. This is for clients looking to address specific questions or issues on a one-time basis.