Bill Nelson
Bill Nelson
Bill Nelson

Get in Touch

2300 Wilson Blvd Suite 735, Arlington VA 22201

Issues and needs

Relationships/Family, Cross social class marriages/relationships, Family conflict

Occupational specialties

Doctors/Dentists, Academics, Attorneys, Therapists, Teachers, Service industry, Tech, Engineers and Architects, Military and First Responders, Sales, Real estate, Foreign service and politicians, Pre Marriage

About

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.

Professional Specialty Areas

Issues and needs

Relationships/Family, Cross social class marriages/relationships, Family conflict

Occupational specialties

Doctors/Dentists, Academics, Attorneys, Therapists, Teachers, Service industry, Tech, Engineers and Architects, Military and First Responders, Sales, Real estate, Foreign service and politicians, Pre Marriage

Languages

English

Religious/Spiritual

Christian, LDS, Jewish, Non-Denominational Spiritual, Other Spiritual/Religious Affiliation

Disability/Ability

Sexuality

Heterosexual/Straight, Gay, Lesbian

Racial Identities

First Nations/Indigenous, Hispanic, Latinx, Caucasian, East Asian, South Asian, Middle Eastern and North African, Black, or African American, Native Hawaiian and Pacific Islander

About the Practitioner

Primary Professional Orientation

Financial

Delivery Method

Virtual

Country

USA

Service Area

Type of Service

Coaching, Financial Planning, Investment Management

Practitioner Gender

Male

Fee Structure

Flat fee, Hourly - Accept Non-US insurance, Assets under management

Practitioner Designations and Qualifications

Financial Therapy Designations

Certified Financial Therapist Level I - CFT-I™

Mental Health Designations

Financial Designations

Certified Financial Planner

Education

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