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A Woman’s Guide to a Pleasant Retirement
How to Overcome the Midwestern Money Mindset and Give Yourself the Four Permissions
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Instead of losing countless nights’ sleep, talk it through with a financial thinking partner who can spot and solve potential issues quickly.
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.
Receive written summary after your meetings
Identify money mindset blocks
Create your statement of financial purpose
More laughs
More satisfaction
More all-in on life
19-Pt financial health check
Guardrail your retirement income
Visual financial decision making
Coordination with your CPA and Attorney
Investments managed for you
Exclusive Private Client Inbox
Quick, efficient money movement
Bird’s Eye ViewTM of your money
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.
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.
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.
“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.
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
“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
YOU DON’T HAVE TO GO IT ALONE
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.
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.