Liz Hand-Reshaping Financial Advice with Heart and Creativity

In this inspiring episode of Her Life, Her Practice, Her Way, host Tara Bansal sits down with Certified Financial Planner(TM) and coach Liz Hand, co-owner of Pleasant Wealth. Together, they explore how financial advising can be reshaped through intuition, creativity, and emotional intelligence—especially by women forging their own paths.

✨ Episode Highlights:

• Liz’s roots: Growing up Mennonite and entering her father’s practice
• Discovering purpose early: Why she knew in 8th grade that financial planning was her calling
• Balancing tradition with reinvention: Buying and evolving her family’s firm
• Imposter syndrome and math insecurity — and why she stayed in finance anyway
• Reimagining client engagement with group coaching and seasonal, nature-aligned programming
• Creating a role that suits her strengths as a relationship builder, not a number cruncher
• The power of intuition in life, leadership, and business decisions
• Her passion for helping women flourish financially—and why she thinks many leave the industry too soon
• How she balances two businesses, motherhood, and creative self-expression
• Why she stopped listening to podcasts (and what she reads instead)

💡 Favorite Takeaways:

• “Money is not competition.”
• “You find what you’re looking for—whether that’s community or cutthroat culture.”
• “Women need to stay in this industry. We need more creative, intuitive advisors.”
• “Coaching is about release, not efforting.”

This episode is packed with wisdom for any woman in financial services—or anyone looking to align their work with who they really are.