FEEL GOOD ABOUT MONEY—AND NEVER GO IT ALONE

Women:

Funded &

flourishing

We blend smart financial strategy with personal clarity, helping women retire with confidence, ease, and joy.

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A holistic approach to your money.

Uncover what’s possible for you with the right financial approach

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Soul

Whether you are stepping into the drivers seat of your finances for the first time or entering a new transition, develop a sense of clarity about what you want, what you have, and the financial strategy to get you there.

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Strategy

You want to make smart decisions with your Social Security, pension, 401(k), and other savings. Through our guardrails process, you will maximize your income and entire financial picture and know that you are still okay.

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Stewardship

How do you make the most of your resources and grow your portfolio to its potential? At Pleasant Wealth, we help with portfolio and risk management, so that you can retire with confidence.

TEAM OF EXPERTS

You don’t have to go it alone.

Many women feel burdened by the complexities of all the moving parts of retirement and not knowing where to start. As your financial thinking partner, we have the brains to handle the complexity and the heart to help you align your money with your life.

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What our clients love about our soul, strategy and stewardship approach

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Transform your relationship with money & life with expert life coaching

Deep industry knowledge, simply and concisely delivered with expert retirement planning

Semi-annual check-ins to ensure you are on track

Attention to and taking action on what matters most

A consistent, long-term and data-driven financial strategy

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Is your financial advisor helping you become funded and flourishing? Find out.

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Take this quiz to find out if you’re ready for retirement. Hint: It’s not just about the money.

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Feedback from our clients

You are a delight! We are so grateful for your abundant knowledge and God-given gifts to help people like us! ~ APH

I’ve been reflecting on our meeting and want to know how appreciative we are of your patience and kindness. Money and finances have always been tricky topics to discuss. After meeting with you, I feel more confident to make decisions about the future. ~ Pat

You have great communication skills. You understand us, you explain to us our detailed plan, and the time frame for all. Thanks for taking good care of us! ~ DM

The testimonials presented are made by individuals who are clients of Pleasant Wealth and are applicable only to the individuals depicted and may not be representative of the experience of others. The testimonials are not paid nor have the participants received any non-cash compensation and are not indicative of future performance or success. The testimonials have been evaluated for conflicts of interest and have not been found to present any conflicts.