Pacesetter Planning

Empowering Couples to Achieve Financial Harmony

Pacesetter Planning provides personalized financial guidance to couples to help them achieve financial harmony and accomplish their life goals. We understand that couples experience unique financial situations and have differing needs when it comes to managing their finances. Our customized approach focuses on empowering you to make informed financial decisions together.

What We Do

At Pacesetter Planning, we offer a comprehensive range of services that address the diverse financial needs of couples. Our services include:

• Financial Planning: Develop a tailored roadmap to address your unique financial goals, considering your income, expenses, investments, and debt.
• Budgeting & Expense Management: Learn how to create a budget, track expenses, and effectively manage your finances.
• Investment & Retirement Planning: Optimize your investments and retirement plans to secure your financial future.
• Estate Planning & Insurance: Ensure your financial security and protect your loved ones in the event of unexpected situations.
• Debt Management & Elimination: Create a plan to eliminate debt and achieve financial freedom.
• Communication & Conflict Resolution: Learn how to have productive conversations about money and resolve conflicts as a couple.

Results We've Achieved for Clients

Since 2016, we have helped over 80 couples achieve remarkable results:

• 49 couples have achieved marriage, uniting their finances and building a strong foundation for their families.
• 27 couples have successfully purchased their first homes, investing in their future.
• 24 couples have welcomed new additions to their families.
• 38 individuals have made career changes, securing better opportunities.
• $1.14 million in debt has been eliminated, empowering couples to live a financially secure life.

Are We a Good Fit for You?

We believe we can be a valuable resource for couples who:

• Seek to prioritize financial conversations and build a stronger relationship through money management.
• Have a household income of over $200,000 or a net worth of over $500,000.
• Desire a compassionate and experienced planner who can guide them without judgment.

If this resonates with you, contact us to schedule a complimentary consultation and embark on your journey towards financial success together.