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William Nelson

Student loans, Comprehensive financial planning, Budget & debt management, Investment management, Retirement planning, Insurance.


2500 Clarendon Blvd ,  Natick, MA   484-380-5622  
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William Nelson

Money can either be an asset or a liability to your relationship. When you manage your finances effectively with your partner, your marriage will thrive in ways it never has before. When you don’t, things can go downhill – quickly.

My financial planning process is designed to help couples unify around a shared vision for where they want their lives to take them, and use their money as a tool to help these dreams become a reality.

As scary as it is to admit, most of the biggest financial events of our lives happen in our 20s and 30s, and particularly when we get married. You either decide to go to grad school or take the first steps down a career path. You change jobs, earn promotions, and negotiate raises. You decide how much to start putting into a 401(k). You decide whether, and to what extent, you should integrate your finances with your spouse. Behind the scenes, you lay the building blocks of your credit score. You decide when (and if) it makes sense to buy your first home. You may even be financially preparing to have children. And of course, we haven’t even touched on the $1.5 trillion elephant in the room – a student loan debt burden that seems to increase with every graduating class.

All of these items are challenging enough to manage by yourself. When you add a spouse, fiancé, or partner to the mix, trying to juggle these decisions becomes even more complicated. As a newlywed myself, I know firsthand the challenges and opportunities money brings to your marriage. As such, I want to help engaged and newlywed couples navigate the complexities of getting their finances in order to live the life of their dreams.

I’m a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Student Loan Professional. Over the past several years, I’m grateful to have had my work featured by CNBC, CNN, the Financial Planning Association, and several other publications

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About

Designations: CSLP

FINRA/CRD: 6518842

Languages: English


Focus Areas

  • Student loans
  • Comprehensive financial planning
  • Budget and debt management
  • Retirement planning