We are thrilled to announce to you the newly redesigned Pearl Planning website!  Whether you're a long-time client or just getting to know us, we hope you’ll enjoy the fresh look and added features. Here are some highlights we’re eager for you to explore:

Our New Homepage

The updated homepage offers more robust content, including answers to the financial questions we help our clients navigate, the "12 Signs You've Outgrown DIY Financial Planning," and why working with a CERTIFIED FINANCIAL PLANNER™ matters. Dive into our new homepage.

About Us

We’re proud of our new About Us page, which really showcases what sets us apart from other financial planning firms. You'll also get a deeper look at our core values and what we stand for as a team. Learn more about us.

Resources for You

Our revamped Resources page is full of free tools and checklists, covering everything from taxes to divorce and beyond. It’s a one-stop shop for getting organized in various aspects of your financial life. Check out the resources.