PS Worth LLC

PS WORTH LLC is a woman-owned, fee-only financial planning, education, and personal money management firm with over 25 years of financial planning experience.

We take a holistic approach. That means we don’t just focus on one piece of the puzzle—we look at the full picture. From hourly consultations to comprehensive plans, we work with you to create a strategy that reflects your values, supports your goals, and helps you get to where you want to go.

Our mission is to help clients simplify their finances and take the stress out of money management so they can focus on what matters most.

We services include:

  • Financial Planning & Advice
  • Personal Money Management
  • Educational Programs

Learn more about our services at www.psworth.com. Are we a good fit? Schedule a quick chat Patricia.

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.
Submit

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.
Submit

This Office

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

Primary Office

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