Bill Nelson, CFP®, CFT-I™ Pacesetter Planning

About Bill Nelson, CFP®, CFT-I™

I started Pacesetter Planning back in 2016 to help couples use their money to create the lives they love – together. I work best with two types of couples:

➡️ Engaged and newlywed couples looking to prepare for their future by setting themselves up for financial success and minimizing the risk of money conflict in their new marriage.
➡️ Couples who fight about money or struggle to make financially-related decisions as a team.

I am a CERTIFIED FINANCIAL PLANNER™ and Certified Financial Therapist-Level I™ Practitioner. I care about the “why” behind your money just as much as “what” you do with it. More importantly, I want you and your spouse to feel confident and empowered by the way you manage money as a team such that your finances become an asset to your relationship, rather than a liability. (See what I did there?)

Numerous studies have shown that financial conflict is pervasive in American marriages and is one of the leading indicators of divorce. There’s no denying that the way you manage money with your spouse can be detrimental to your marriage. But I believe that the opposite is equally true – if you improve the way you manage your finances with your spouse, your marriage will get stronger. I’m here to show you how to make this a reality.

If you’re interested in learning more, you can book a free introductory call at pacesetterplanning.com/contact

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Recently Published

The Biggest Mistake Most Couples Make With Their Money – Money and Marriage Podcast #6

May 15, 2022

There’s a key step to managing your money effectively that most couples overlook. In this popular episode of the Money and Marriage Podcast, you will learn what this mistake is, why it’s so critical, and how to avoid making this mistake in your family. If you want more help implementing the lessons from this podcast […]

The post The Biggest Mistake Most Couples Make With Their Money – Money and Marriage Podcast #6 appeared first on Pacesetter Planning.

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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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Ideal Clients

  • Couples/Partners
  • Gen Y/Millennials
  • Married Couples
  • Newlywed

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $400+/mo
  • Flat Fee: $3,000+/engagement
  • Assets Under Management: 1.00%

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