Pleasant Wealth Management Fees
The first $500,000* = 1.6%
For the next $500,000 = 1%
Above $1,000,000 = .6%
Check the background of this firm on FINRA’s BrokerCheck →
Independent women 50+ nearing retirement
Women redefining life and money after loss
Friendly, open-minded couples
Those who value a long-term partnership with an advisor firm
1
A 20-minute phone call will give us both a chance to make sure your situation matches our expertise.
2
The next step is meeting with our team (in-person or virtually). During this 1-hour meeting, our team will gather a clear understanding of your money and life story. You’ll share concerns, desires, and financial information. We take the information gathered to develop your personal Pleasant One-Page Plan.
3
You’ll love this energizing and clarifying meeting. We will meet for one hour and discuss our observations of your financial situation. We will spell out exactly what you can do to meet your retirement priorities, lower taxes, and feel good about money again. You’ll receive a copy of your Pleasant One-Page Plan.
4
At the end of this process, we will simply ask you to think about it. We are looking for long-term partnerships, not a quick transaction. If you decide that we aren’t a good fit, we will happily help you find another professional with the right expertise. There is never a hard-sell or pressure to say “yes.”
Contact Pleasant Wealth today to schedule your first free, low-tension meeting with a financial advisor knows how to get the most out of your money while taking the stress out of financial planning.
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.
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.
It’s easy! Schedule a call with us to get the conversation started.