Bill Nelson, CFP®, CSLP Pacesetter Planning

About Bill Nelson, CFP®, CSLP

I founded Pacesetter Planning in 2016 to help engaged and newlywed millennials all across the country raise their income, pay down debt, and invest for the future… while also making the most of their lives today. Even more importantly, I help these couples make these decisions and set goals for the future together, and empower them take real steps to make sure they achieve these goals.

Money can either be an asset or a liability to your relationship. When you manage your finances effectively with your partner, your marriage will thrive in ways it never has before. When you don’t, things can go downhill – quickly. My financial planning process is designed to help couples unify around a shared vision for where they want their lives to take them, and use their money as a tool to help these dreams become a reality.

As scary as it is to admit, most of the biggest financial events of our lives happen in our 20s and 30s, and particularly when we get married. You either decide to go to grad school or take the first steps down a career path. You change jobs, earn promotions, and negotiate raises. You decide how much to start putting into a 401(k). You decide whether, and to what extent, you should integrate your finances with your spouse. Behind the scenes, you lay the building blocks of your credit score. You decide when (and if) it makes sense to buy your first home. You may even be financially preparing to have children. And of course, we haven’t even touched on the $1.5 trillion elephant in the room – a student loan debt burden that seems to increase with every graduating class.

All of these items are challenging enough to manage by yourself. When you add a spouse, fiancé, or partner to the mix, trying to juggle these decisions becomes even more complicated. As a newlywed myself, I know firsthand the challenges and opportunities money brings to your marriage. As such, I want to help engaged and newlywed couples navigate the complexities of getting their finances in order to live the life of their dreams.

I’m a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Student Loan Professional. Over the past several years, I’m grateful to have had my work featured by CNBC, CNN, the Financial Planning Association, and several other publications.

If you’re ready to create the life you love with your partner, schedule a FREE breakthrough call to get started!

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Recently Published

The Future of Roth IRAs

March 25, 2019

If you’ve ever spent any time on a personal finance blog, you’ve likely come across one, or two, or twelve articles comparing the Traditional IRA to a Roth IRA.  (If you haven’t, congratulations on finding more interesting things to read about!)  At the time of this posting, for example, a Google search for “traditional vs […]

The post The Future of Roth IRAs appeared first on Pacesetter Planning.

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Solving the Millennial Retirement Savings Challenge

March 8, 2019

Last week was a big week in the financial world — America Saves Week! From February 25th through March 2nd, the finance community came together to help impact the lives of Americans through motivating, encouraging, and supporting them to save money, reduce debt, and build wealth (particularly through automated savings). Now, there is an important […]

The post Solving the Millennial Retirement Savings Challenge appeared first on Pacesetter Planning.

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Why You Shouldn’t Join a Multi Level Marketing Company (and What to Do Instead)

February 19, 2019

Why Multi-Level Marketing Companies are the Wrong Choice for the Aspiring Entrepreneur A lot of the topics I discuss on this site involve ways to effectively spend and allocate your money, whether that be though repaying student loan debts, choosing investments, or buying a new home. One thing that’s not talked about enough, though, is […]

The post Why You Shouldn’t Join a Multi Level Marketing Company (and What to Do Instead) appeared first on Pacesetter Planning.

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Ideal Clients

  • Coronavirus Relief
  • Gen Y/Millennials
  • Newly Engaged
  • Newlywed
  • Student Loan Debt

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $150+/mo
  • Flat Fee: $750/engagement
  • AUM: 1.0%

SEC Records

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