PS Worth LLC

PS WORTH LLC is a woman-owned, fee-only boutique financial and business planning firm with over 20 years of business and financial planning experience. We specialize in working with women and small business owners. Our mission is to enable clients to achieve financial freedom however they choose to define it, and we're here with you every step of the way, ensuring that your financial strategies adapt with you as you evolve.

We offer clients:

  • Value for Their Money - our aim is to provide clients with value that exceeds our fees.
  • Straight Talk - we will explain everything in English, expect you to ask questions if you don't understand something, and we will always tell you the truth, so you have the information you need to make informed decisions. 
  • Information and Advice - we will never coerce you to do something you don't want to do. The final decision always rests with you.
  • Recommendations based on your situation and your best interests. As CFP®, we promise to provide you with service that meets the highest ethical and fiduciary standards.
  • Unlimited Access - life happens and not always on a set schedule, so we can meet as often as necessary.

Learn more about our services at www.psworth.com. Are we a good fit? Schedule a quick chat and let's find out.

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

250 Saint Vincent Irvine, CA 92618 Phone: (949) 940-8933

Primary Office

250 Saint Vincent Irvine, CA 92618 Phone: (949) 940-8933