Financial Planning for Newlyweds and Engaged Couples

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Welcome to Pacesetter Planning!

My name is Bill Nelson. I am a fee-only financial planner who specializes in working with engaged couples and newlyweds. Getting married is one of the most exciting times in your life, but there are a lot of financial stresses that come with it. I should know, I’m a newlywed myself!

I help couples all across the country learn how to effectively manage their finances as a team, integrate their financial accounts (if you want to, at least!), grow their combined income, evaluate and prioritize financial goals, and make investing decisions to help them enjoy life today while also planning for the future.

Why Work with Us?

 Fiduciary 

I am legally obligated to act in your best interest (it’s a shocking concept, I know, but believe it or not, many investment firms aren’t held to this standard).  This is so important to me that I put it in writing - check it out!

 Fee-Only

I don't take any commissions or get paid by companies to sell products.  This means that I am always able to give you unbiased financial advice.  And unlike many fee-only firms, I don’t have account minimums!

 Comprehensive Planning

I don't just focus on long-term savings goals like retirement planning or saving for college.  At Pacesetter Planning, we focus on both the sprints and the marathons.  I help you seamlessly integrate your finances with your spouse and show you to use your money to enjoy life now - not just 40 years from now. 

 Partnership and Accountability

I work together with my clients to help determine what is most important to you, and then partner with you to help implement a plan to get you there.  And, Pacesetter Planning is a judgement free zone - I don't care if you've made some big money mistakes before, it's my job to work with you to fix them!  Think of me as your fiscal fitness trainer - a teammate whose job it is to make sure you show up, put in the work, and improve your results.

 Convenient

I work virtually with clients - you can meet with me from anywhere in the United States, from the comfort of your home!  I also hold meetings outside of normal work hours and on weekends, as needed. And of course, I'm always a phone call or email away!

 Millennial-Focused

I specialize in working with engaged or newly married people in their 20s and 30s, like me.  That means more focus on income growth, credit scores, and student loan analysis, and a lot less of what you think of when you picture a stereotypical financial planner!