Contact

Ready to make a plan?
Schedule a free breakthrough session

Our free breakthrough sessions last 45 minutes. You don’t need to worry about having any financial information prepared ahead of time. Our conversation will be relatively casual; I want to hear what’s on your mind, make sure you leave the call with at least one key takeaway you can implement immediately, and we will discuss what it would look like to work together.

If you’re not quite ready to reach out…

Download our newlywed financial checklist

Grab a copy of my book

Listen to the Money and Marriage Podcast

Frequently Asked Questions:

I started Pacesetter Planning on November 7, 2016. To put that in context: that was the day before the 2016 presidential election. (You’re not alone if you feel like that happened yesterday and like it happened 100 years ago at the same time.)

Connect with me:

Email me:

bill@pacesetterplanning.com