Bill Nelson (Certified Student Loan Professional, CFP, CFP®, CFT-I)

Bill Nelson focuses in the
following client markets or areas of practice:
- Estate & Generational Planning Issues
- Federal Employees
- Financial Psychology/Coaching
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Medical Professionals
- Estate & Generational Planning Issues
- Federal Employees
- Financial Psychology/Coaching
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Medical Professionals
Additional Information
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: 1) 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. 2) 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™. 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/contactNAPFA Start Date
November 21, 2016
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