Dexter 734.274.6744 | Grosse Pointe 313.486.9634 | Birmingham 248.795.1133 ext. 407 | Charlevoix 989.262.0100
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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 are 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 Planner

Financial Planner & Relationship Manager

Investment Associate

Certified Divorce Financial Analyst®

Client Services Representative

Executive Assistant

Financial Advisor

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?

Broken paper heart with two parents and child divorce financial planning

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

Upcoming Events

Webinar for Divorce Attorneys: How Pearl Planning Can Assist Clients with Completing the Financial Disclosure Form and QDRO Intake Paperwork

September 27, 2022

From the Blog

NEWS & RESOURCES YOU NEED

What Issues Should I Consider When Dealing with High Inflation?

What Issues Should I Consider When Dealing With High Inflation?

By Hannah Near | August 12, 2022 | Comments Off on What Issues Should I Consider When Dealing With High Inflation?

Inflation is a topic that is on everyone’s mind. It is one of those issues that confronts us every time we go to the grocery store or fill up our gas tank. Although inflation is a totally valid concern, we always recommend focusing on the aspects of your financial plan that you can control. You …

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

Grosse Pointe, MI

Jay Fradenburg

Jay Fradenburg

Charlevoix, MI

Hannah near

Hannah Near

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 I Melissa.Fradenburg@pearlplan.com

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

Pearl Planning Birmingham
600 S Adams Road, Suite 300
Birmingham, MI 48009
248.795.1133 ext. 407 I jacki@pearlplan.com

Pearl Planning Charlevoix
201 State Street, Suite D
Charlevoix, MI 49720
989.262.0100 I hannah@pearlplan.com

Investment advisory services offered through Pearl Planning, a DBA of Stephens Consulting LLC, an SEC registered investment advisor. Pearl Planning is not a registered broker/dealer. Pearl Planning investment advisor 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.

Links are being provided for information purposes only. Pearl Planning is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors. Pearl Planning is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

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