April 2025

Preparing a Plan by Taking Account, Understanding Our Resources

Our April conversation centers around the idea of resources, specifically how we can better understand what we have before we begin to plan. 

Have you ever realized you were out of a critical ingredient after you had started making a recipe? That analogy is the driving force behind this month’s session. Before we can begin executing something (like a recipe), it’s helpful to see what we have first. At Pleasant Wealth, we like to break down resources into four key pillars: time, energy, money, and attention. 

Here are the core areas we’ll cover and what you can expect to get out of this month’s session: 

• Educational Moment: How to think about your liquidity needs 
• Economic Update: Understanding Uncertainty Through a Three-Legged Stool
• Special Guest Segment: Preparing for a Job Change with Phil Eades
• Practical Application: Analyzing Your Energy Over Time

If you have questions before or after watching the replay, don’t hesitate to email them to us at [email protected]. 

April’s Conversation Host

Liz Hand, CFP®, ACC

Liz Hand, CFP®, ACC, 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).