I specialize in financial planning
for millennial couples
Let’s structure your finances so you can live your most fulfilling lives, starting now
I specialize in helping successful Millennial couples, like you.
And by “successful”, I’m talking about your successes around your college degrees, about working in the field or industry that you wanted to, about your annual salaries, and about your consistently responsible financial habits. I understand sometimes you might not feel like the HUGE success that you really are. So here’s a reminder from me: You’re doing great work, and you’re already successful, and it’s okay that you still want more. 🙂
I want to help you live the life you really want, because I know you didn’t do all of this work just to keep working. You want memorable experiences together while continuing to be responsible and in alignment with your vision for your long term future. I’ve got you.
My primary objective is to understand what you want to experience in life. No worries if your finances are currently messy, because I view the secondary objective of our work together as helping you get your finances organized. I promise I’ll always respect you, and I’ll never judge you.
To better understand you both, I’ll ask you a series of completely unexpected and confidential questions to get crystal clear on what you values most.
In my work with couples, I use this principle from Napoleon Hill:
“No two minds ever come together without,
thereby, creating a third, invisible, intangible force
which may be likened to a third mind.”
― Napoleon Hill, Think and Grow Rich
Because your two great minds have already come together,
I’ll be interviewing the three of you: each of you, and you both as a couple.
After our interviewing process, I’ll do my homework and then present your custom financial plan in a video call. The plan is based and focused on your goals and priorities from our interview sessions.
Here’s a short video to give you an idea of the structure you’ll see on your plan:
What’s it Cost to work with you, Bill?
The Breakthrough Discovery Call is absolutely FREE. If you’d like to work with me after that:
Cost for your initial plan and annual service/accountability is calculated based on the complexity of your needs.
Development of your financial plan ranges from $750 – $1,500.
Ongoing support ranges from $150-$200 per month.
Bill Nelson From Pacesetter Planning