We help couples get on the same financial page and achieve their life goals -Together
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Prepare to manage money effectively together as you start your new family.
Stop fighting about money, start moving forward financially, and repair any damage money fights have done to your relationship.
Whether you and your partner aren’t seeing eye to eye about the decision you’re facing or you’re just feeling stuck, we’ll help you chart a path forward that makes financial sense and helps you accomplish your goals.
Prepare to manage money effectively together as you start your new family.
Stop fighting about money, start moving forward financially, and repair any damage money fights have done to your relationship.
Whether you and your partner aren’t seeing eye to eye about the decision you’re facing or you’re just feeling stuck, we’ll help you chart a path forward that makes financial sense and helps you accomplish your goals.
We help couples achieve their goals and strengthen their marriage through the way they manage money.
We've Helped Our Clients With...
Marriages
First Homes Purchased
Babies
Job Changes
Debt Eliminated
Relocations
We've Helped Our Clients With...
Marriages
First Homes Purchased
Babies
Job Changes
Debt Eliminated
Relocations
We've Helped Our Clients With...
Marriages
First Homes Purchased
Babies
Job Changes
Debt Eliminated
Relocations
Are We A Good Fit?
I’ve worked with over eighty couples since I started Pacesetter Planning back in 2016. When it comes to helping couples get on the same financial page and achieving their goals, I know what works and what doesn’t.
I’ve seen firsthand how the “right” financial decision for one couple would be the “wrong” financial decision for a different couple. Financial analysis and spreadsheets are important tools to guide your financial decision-making… but so are your family’s money values, habits, and attitudes.
I create customized roadmaps for each of my clients that are based on proven financial planning principles and tailored to the couple’s unique situation.
I’ve worked with over eighty couples since I started Pacesetter Planning back in 2016. When it comes to helping couples get on the same financial page and achieving their goals, I know what works and what doesn’t.
I’ve seen firsthand how the “right” financial decision for one couple would be the “wrong” financial decision for a different couple. Financial analysis and spreadsheets are important tools to guide your financial decision-making… but so are your family’s money values, habits, and attitudes.
I create customized roadmaps for each of my clients that are based on proven financial planning principles and tailored to the couple’s unique situation.
I’ve worked with over eighty couples since I started Pacesetter Planning back in 2016. When it comes to helping couples get on the same financial page and achieving their goals, I know what works and what doesn’t.
I’ve seen firsthand how the “right” financial decision for one couple would be the “wrong” financial decision for a different couple. Financial analysis and spreadsheets are important tools to guide your financial decision-making… but so are your family’s money values, habits, and attitudes.
I create customized roadmaps for each of my clients that are based on proven financial planning principles and tailored to the couple’s unique situation.
Blending best practices from the fields of financial planning and financial therapy, my experience in working with couples as a financial planner, and lessons learned in my own marriage, I’ll show you how to get – and stay – on the same financial page and achieve your family’s most important financial goals in Marriage-Centered Money.
Blending best practices from the fields of financial planning and financial therapy, my experience in working with couples as a financial planner, and lessons learned in my own marriage, I’ll show you how to get – and stay – on the same financial page and achieve your family’s most important financial goals in Marriage-Centered Money.
Explore the intersection of money and marriage in the Money and Marriage Podcast with Bill Nelson, a Certified Financial Therapist™ and a Certified Financial Planner™.
Explore the intersection of money and marriage in the Money and Marriage Podcast with Bill Nelson, a Certified Financial Therapist™ and a Certified Financial Planner™.
It Starts With A Conversation
Ready to reduce money stress and create a solid financial future for your family? Click the button below to schedule a free breakthrough session.
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