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WELCOME TO PEARL PLANNING
Financial Planning For Real Life.
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
Why Pearl Planning?
SEE WHY IT’S DIFFERENT HERE
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.
Fiduciary Advice Built For You
What is fiduciary? We provide recommendations that are in your best interest.
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
Financial Planning
Take a comprehensive look at your whole financial life. Prioritize your goals, organize your decisions and proactively plan on your next steps.
Retirement Planning
What will retirement look like? How much can you spend and how can you best prepare?
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?
Investment Management
The key to successful investment decisions is process and execution. Manage your decisions within a straightforward framework for success over time.
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.
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#52PEARLS WEEKLY MONEY WISDOM
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NEWS & RESOURCES YOU NEED
Click here to watch our 2023 Year-End Planning Webinar replay. What are your most important financial decisions for now and next year? Melissa Joy, CFP® and Alexa Kane, CFP®, update you with important tax and financial updates in this informative virtual event. The presentation topics include: · Investment & Market Review · Retirement Savings & Roth …
Ready to Start the Conversation?
SET UP A CALL TODAY
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.
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