Financial Planning for High-Achieving Professionals
We're Financial Experts With A Passion For People
Providing easy-to-understand, high-impact advice to busy professionals.
Our Process
NAVIGATING THE BURDEN OF SUCCESS
Your career and life are on the fast track. Your success comes from your hard work and savvy intelligence. You didn’t get here by accident. You earned it. But as you achieve more, things get more complicated.
At Pleasant Street Wealth, we call that the Burden of Success. Higher tax rates, complex compensation packages, and more opportunities professionally. The good news is that we help high-achieving professionals navigate important decisions like these:
- Minimize Taxes
- Stock Options and Equity Compensation
- Maximize Employee Benefits
- Optimize Investments
- Protect Your Loved Ones
- Plan for the Future
- Make Work Optional
FIND YOUR DEFINITION OF TRUE WEALTH
Everyone has their own definition of true wealth. We work with you to clarify your statement of financial purpose. A statement summarizing your vision for the future that aligns your financial decisions today with your definition of true wealth and financial purpose.
Our Process
Your personal quarterback
As your personal life and professional life become more complex, you will need to develop your team of trusted advisors. As the team grows, you are the coach calling the plays. We act as your quarterback, helping you build and manage the teams to support your business journey. We work closely with you, your family, and your other trusted advisors to ensure that everyone understands your goals and supports that mission.
HIGH ACHIEVING PROFESSIONALS SUCCESS STORIES
Edward and Emily have been successful in pursuing careers they are passionate about. They are both 10+ years into their careers and have saved money well.
They have been married for a while and spent most of that time working and traveling together, but now they want to start a family.
The challenge is that as they prepare for the next phase of life, they want to make sure they use their money efficiently to plan for their future. The last ten years have been fun, but they haven't focused on optimizing their finances.