EXPERT AND APPROACHABLE FINANCIAL STRATEGY
Financial guidance that
sets your mind – and
heart – at ease.
Instead of losing countless nights’ sleep, talk it through with a financial thinking partner who can spot and solve potential issues quickly.
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
Permission
If you’re honest with yourself, there’s a voice within that runs the script of what you’re allowed to do (or not) with money. We address this through financial projections to show you what’s possible & clearing up your money story.
LEGACY
We know we can’t take money with us when we pass away, we support you to get clear about what & who matters most while making sure your estate is tidy by managing your beneficiary designations, coordinating with your estate planning attorney, and consider gift and tax strategies for the transfer process.
FLOW
Nobody wants to feel stuck with their cash flow. We design it for quick access to money that fits your lifestyle needs. With expert retirement income advice, we create income guardrails so that you do not overdraw and have enough money all through your life.
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 financial boundaries where over-extension of resources may be present; a second set of eyes for fraud and elder abuse as you age.
OPTIMIZATION
Waste not, want not – that means your investments, taxes, and retirement income needs to be optimized so more of your money stays in your pocket rather than Uncle Sam’s. We coordinate with your CPAs to guide the financial strategy and tax planning.
Ready to take the first step?
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 soul-filled process:
Create a vision for your retirement that includes income planning, wealth building, and life coaching
Let us manage the ongoing details of your distributions, contributions, and other account related changes
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
Receive thoughtful inputs twice monthly through our newsletter & Insight Series to think about money differently
Expand your joy by taking control of your finances.
Feedback from our clients
Feedback from our clientsI 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.