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Insight Series – March 2024
March 8, 2024
Confident Decisions – Bird’s Eye View
In January, we announced a new offering called The Insight Series. The Insight Series is a client-exclusive monthly deep-dive with our advisors. Together, we’ll look at money from different angles to better understand it, so we can further maximize our partnership.
March’s conversation is all about Confident Decisions with Pleasant Wealth advisor Clinton Miller, CFP®. Clinton will outline and discuss our new tool called Bird’s Eye View, which, as the name alludes to, is meant to help give you a complete picture of your finances.
You can watch the replay on demand below.
March’s Conversation Host
Clinton Miller, CFP®, is an investment advisor & financial planner with an educational background in mathematics. He enjoys making tax planning relevant for clients so they can make confident money decisions.
He and his wife Aubrey are based in Canton, OH & have two sons. In his spare time, he enjoys fishing, chainsaw repair, & mucking around in the woods.