BECOME A CLIENT
Picture yourself with us
We do our best work with:
Independent Women or Couples nearing Retirement
Women redefining life and money after loss
Friendly open-minded people who value a long-term partnership with an advisor firm
Experience our straightforward 3-step process
Schedule a 20-min Intro Call
A 20-minute phone call will allow a meet and greet that helps us gain an understanding of your overall circumstances, financial concerns and goals as well as your hopes for the future, This call gives us both a chance to make sure your situation matches our expertise.
Permission to Retire
Over five energizing weeks you will gain insight to what matters most and how to make your money feel good. We uncover the root issues in your current setup and make foundational changes that shape our ongoing relationship together.
Get Started
You’ll begin a thoughtfully designed year-over-year experience that allows you to financially flourish. Winter, Spring, Summer, Fall each have tailored topics so that you continue to unveil the Soul of your money (clarity, goals, life decisions) and put Structure to your money (financial plans, tax strategies).
Ready to take the first step?
More information about working with Pleasant Wealth
What makes Pleasant Wealth a good fit for me?
- We believe financial planning is a process not a transaction. Additionally, that conversation over time informs the long-term financial strategy.
- We approach our work with you from a place of purpose & community orientation. We believe a sound financial life deeply impacts your ability to personally thrive and compounds your impact in the community.
- Our curiosity is constantly piqued to stay ahead of the economic trends, retirement needs and tax planning strategies so you don’t have to. We use time-tested, data-driven portfolios and planning processes.
- We will support you through all circumstances, even the hard stuff. When you feel out-of-sorts, we guide your financial strategy step-by-step.
What makes me a good fit for Pleasant Wealth?
- You are similar-spirited to us – friendly, optimistic and community-oriented.
- You desire long-term, authentic connection with your advisor as you make smart financial decisions with your money.
- You are willing for us to become your only wealth advisor in retirement. You are not interested in coordinating between multiple financial advisors for your financial strategy or tax planning.
- You are a woman or couple undergoing the retirement life change. You can sustainably meet our minimum $5,000 annual fee and get the full benefit of our retirement income expertise, typically with upper six or multi-seven figures to invest.
Why is having a fiduciary advisor important?
A fiduciary is someone who is working in your best interest. We like the analogy of “sitting on the same side of the table”. A fiduciary is a financial thinking partner that helps you explore the best financial strategy for you, rather than the best financial strategy for the advisor. This shows up specifically in the way an advisor is compensated, if it is transparent, and if that aligns with your expectations of the work you do together.
Do I need to come to your office or can we meet virtually?
Your preference is ours. We can meet you on Zoom or by phone, in our main office in Canton, Ohio, or in our satellite office in Mount Hope, Ohio.
What is a CFP®?
A CFP stands for Certified Financial Planner. It is a designation that can only be obtained after you complete a Bachelor’s Degree, complete coursework on giving comprehensive financial planning advice, pass a two-day, 170-question exam, complete 6,000 hours of professional experience related to financial planning, and be willing to adhere to a higher standard of ethics as compared to general financial advisors. Clinton Miller & Liz Hand are CFP Certificants.
What is a CIMA®?
A CIMA® stands for Certified Investment Management Analyst. It is a designation that can be obtained after completing 3 years in the financial services industry, completing portfolio construction & risk analysis coursework, and passing a 5-hour, 150-question exam. John Mullett is a CIMA® designee.
What is a Juris Doctorate?
A Juris Doctorate is a degree earned from three years of graduate study in law school, studying court cases, philosophy of law, and the legal system. As it pertains to wealth management, there is study of estate & probate law, business structure & law, and tax law. Ellis Miller holds this degree.
What's the next step if I'm ready to get started with Pleasant Wealth?
It’s easy! Schedule a call with us to get the conversation started.