Instead of losing countless nights’ sleep, talk it through with a financial thinking partner who can spot and solve potential issues quickly.
OUR COMPREHENSIVE APPROACH
We plan for five key areas of your finances
INVESTMENT
MANAGEMENT
This is a cohesive financial strategy that aligns your investments with your life. Growth of your money over time while navigating stock market changes. Connection between your investments and bank accounts for smooth money movement without excessive paperwork.
WEALTH
PROTECTION
One way to keep more of your money over time is to not give it away unnecessarily. We partner with you to watch for blurry relational boundaries where over-extension of resources may be present to your detriment. We are a second set of eyes for fraud and elder abuse.
WEALTH
TRANSFER
Assuring that, at your passing, your investments transfer to the people and/or organizations you care about most. We manage your beneficiary designations, coordinate with your estate planning attorney for account titling, and consider gift and tax strategies for the transfer process.
TAX
PLANNING
Proactive decisions that reduce your taxes paid over time through portfolio choices, intentional conversion of investments, or gains or losses accumulated within a year. Communication with your CPAs to guide the financial strategy and tax planning.
CHARITABLE
PLANNING
Create the best way to support the charities you love most in a way that benefits you, too. For most clients, this is done through outright gifts and special distributions from their IRA. For a few, we coordinate with your estate planning attorney within the structures they have created.
Reach out for your free consultation with our approachable and experienced financial advisors.
You want to keep your life simple. You also want to make smart investment decisions.
At Pleasant Wealth we understand that life is ever-changing. We are with you on life’s journey and support you in gaining clarity for the next right step, while balancing your financial stability with your long-term priorities. Our process isn’t magic —though we’ve heard it feels that way—we listen really well. From our listening we design a financial strategy and deliver it in a simple, approachable way.
Experience effortless financial decision making with our systematic process:
Create a vision for your retirement that includes income planning, wealth building, and financial coaching
Leave management of the ongoing details of your distributions, contributions, and other account related changes to us
Meet for spring and fall reviews to check in and stay on top of tax-specific deadlines
Receive review recaps to assess the long-term consistency of your financial strategy
Expand your joy by taking control of your finances.
I love what you are doing! You’re filling a need in making money and women not so taboo. I say that because you are talking right to me. Thanks for caring and making others care, too. ~ Amy
Endorsement provided by non-client of Pleasant Wealth. No compensation was paid directly or indirectly, and there are no material conflicts of interest that would affect this endorsement. This endorsement may not be representative of the experiences of others and does not provide a guarantee of future performance or success.
I always enjoy our meetings. I feel so comfortable talking with you. ~ Donna
The testimonial presented is made by an individual who is a client of Pleasant Wealth and is applicable only to the individuals depicted and may not be representative of the experience of others. The testimonial is not paid nor have the participants received any non-cash compensation and are not indicative of future performance or success. The testimonial has been evaluated for conflicts of interest and have not been found to present any conflicts.
