April 2024

April 5, 2024

A-ha Moments with Liz Hand, CFP®

April’s conversation focuses on A-ha Moments with Pleasant Wealth advisor Liz Hand, CFP®. In addition to serving our clients as a financial advisor, Liz is a trained Life Coach. Liz has her own YouTube Channel where she covers myriad topics relating to women and retirement. A-ha Moments is a space every three months to hone in on the emotional side of our money and how it can impact our lives beyond just the dollars and cents.

If you missed our April installment of The Insight Series, but you still wanted to tune in, we’ve got you covered! Tap below to access the recording to watch it in its entirety.

  • April’s A-ha Moments honed in on financial purpose statements and answering the question, ‘What is my next right financial step?’
  • When you’ve defined your purpose statement—your why—we’ve found that answering the question of the next right step becomes easier.
  • “If the ladder is not leaning against the right wall, every step we take will get us to the wrong place faster.”

Liz Hand, certified financial planner, sitting in the Pleasant Wealth office in Canton Ohio

April’s Conversation Host

Liz Hand, CFP®, is a financial advisor and a trained Life Coach who focuses on serving women closing in on retirement or women who are already retired. With a knack for retirement income design and women’s finances, Liz shares complex financial ideas in practical terms. 

Involved in the community in various capacities, she is on the board of Women’s Impact and involved as the youth sponsor at First Mennonite Church in Canton. Liz and her husband, Nate, enjoy raising their sons, Mason & Brennan. A weekend with free time finds them enjoying downtown Canton eats & events, camping, and dreaming of getting to more National Parks (a family goal to visit them all).