Dexter 734.274.6744 |
Grosse Pointe 313.486.9634
Client Access Right Capital

WELCOME TO PEARL PLANNING

Financial Planning For Real Life.

Pearl Planning Team

There’s no textbook or directory for your life and the same goes for your financial plan. It should be practical, approachable, and meet you where you’re at in life. Whether that’s on retirement’s doorstep or dreaming of stepping up to the doorstep of your first home, we’ll help you make confident financial decisions.

The Pearl Planning Family

WE LOOK FORWARD TO MEETING YOU

President and Financial Advisor

Financial Advisor

Financial Advisor & Relationship Manager

Client Service Representative

Client Service Representative

Why Pearl Planning?

SEE WHY IT’S DIFFERENT HERE

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Financial Planning For Real Life.

You don’t have to wait for a good hair day to start your financial plan. Tell us how your life really is and we’ll work with you to guide your next steps.

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Fiduciary Advice Built For You

What is fiduciary? We provide recommendations that are in your best interest.

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The Gift of Confidence

We affirm your successes and work with you on challenges. All this results in the compound returns of good financial choices.

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How We Help You

GET TO KNOW OUR SERVICES

Melissa Joy sitting with a client, teaching financial literary and plan

Financial Planning

Take a comprehensive look at your whole financial life. Prioritize your goals, organize your decisions and proactively plan on your next steps.

an older couple seeking retirement financial planning

Retirement Planning

What will retirement look like? How much can you spend and how can you best prepare?

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Divorce Planning

Managing through adversity is best tackled through triage. What will life look like after your divorce? How can your decisions help your future self?

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Investment Management

The key to successful investment decisions is process and execution. Manage your decisions within a straightforward framework for success over time.

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Environmental Social Governance

Align your personal values with your investment portfolio. Responsible investment portfolios can factor in key considerations such as climate change, data security, or company diversity.

From the Podcast

#52PEARLS WEEKLY MONEY WISDOM

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From the Blog

NEWS & RESOURCES YOU NEED

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5 Smart Holiday Spending Tips

By Melissa Fradenburg | 9:47 am | Comments Off on 5 Smart Holiday Spending Tips

Do you know what you can reasonably spend this holiday season? Overspending now may lead to a post-holiday hangover in the New Year. Whether you put all your seasonal shopping on credit cards or save up months in advance, you should have an overall budget number in mind. By properly planning, you can lower financial …

Our Gift to You

FINANCIAL ACTION PLAN

Book cover: Guided Pearls, your 2021 financial action plan

Guided Pearls

Tackle your financial fears one week at a time! In your COMPLIMENTARY download, you’ll receive:

• A monthly calendar including timely financial reminders
• A space to lay out your financial goals, plus nudges to stay on track
• 12 guided journaling activities for monthly improvements to financial decisions and mindset

Ready to Start the Conversation?

SET UP A CALL TODAY

Dexter, MI

Melissa Joy

Melissa Joy

Address
8031 Main St. Suite 302
Dexter, MI 48130

Phone
734.274.6744

Email
Melissa@pearlplan.com

Dexter, MI

Alexa Kane

Alexa Kane

Address
8031 Main St. Suite 302
Dexter, MI 48130

Phone
734.274.6744

Email
Alexa@pearlplan.com

Grosse Pointe, MI

Melissa Fradenburg

Melissa Fradenburg

Address
81 Kercheval Avenue, Suite 202
Grosse Pointe Farms, MI 48236

Phone
313.486.9634

Email
Melissa.Fradenburg@pearlplan.com

Pearl Planning - no grit no pearl - financial planner advisor in Ann Arbor Dexter Michigan

Pearl Planning Grosse Pointe
81 Kercheval Avenue, Suite 202
Grosse Pointe Farms, MI 48236
313.486.9634
Melissa.Fradenburg@pearlplan.com

Pearl Planning Dexter
8031 Main St. Suite 302
Dexter, MI 48130
734.274.6744
melissa@pearlplan.com

Investment advisory services offered through Pearl Planning, a DBA of Stephens Consulting LLC, an SEC registered investment adviser. Pearl Planning is not a registered broker/dealer. Pearl Planning investment adviser representatives may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

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