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.
Expand your joy with confidence, clarity and ease.
CLARITY
Aware and Active
Receive written summary after your meetings Identify money mindset blocks Create your statement of financial purpose
JOY
Curious and Content
More laughs More satisfaction More all-in on life
CONFIDENCE
Smart and Strategic
19-Pt financial health check Guardrail your retirement income Visual financial decision making Coordination with your CPA and Attorney
EASE
Approachable and Aligned
Investments managed for you Exclusive Private Client Inbox Quick, efficient money movement Bird’s Eye ViewTM of your money
Expand your joy with confidence, clarity and ease.
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.
RELIEF FROM WORRY
Confident Retirement Income
“35% changed their retirement timeline due to Covid-19. About 24% plan to retire later than initially planned, and 11% plan to retire earlier.” Northwestern Mutual
When you near retirement, you “don’t know what you don’t know” which feels unsettling. We use a time-tested process to optimize your retirement income and create reliable retirement paychecks, and you don’t have to lose control of your money in the process.
“Only 39% of women are confident they’ll have enough resources to last 25+ years in retirement, compared to 54% of men.” Willis Towers Watson
Unanswered questions may be taking up the cracks in your day and when you lay your head on the pillow. Imagine the relief you’ll experience when you can finally put all the cards on the table for financial consideration (Yes we mean ALL the cards like complicated family dynamics, your fears and history, in addition to your resources) with a trusted partner who can help you through the hard stuff. You’ll love our conversational approach that gives you greater personal clarity and the financial strategy to support it.
“Only 39% of women are confident they’ll have enough resources to last 25+ years in retirement, compared to 54% of men.” Willis Towers Watson
Unanswered questions may be taking up the cracks in your day and when you lay your head on the pillow. Imagine the relief you’ll experience when you can finally put all the cards on the table for financial consideration (Yes we mean ALL the cards like complicated family dynamics, your fears and history, in addition to your resources) with a trusted partner who can help you through the hard stuff. You’ll love our conversational approach that gives you greater personal clarity and the financial strategy to support it.
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.
