About Our Firm
We Help Busy People Like You to Organize, Streamline, and Optimize Your Financial Life
Why Choose Pearl Planning?
Just like you have your own lived experiences that don’t fit neatly into a box, our firm is one-of-a-kind, too. There are 327,600 financial advisors in the United States, but only one Pearl Planning.
We are a team of CERTIFIED FINANCIAL PLANNERS™ who act as fiduciaries.
Our goal is to build client relationships–and finances–that last a lifetime.
How We Are Different
Investment Advice No Cookie-Cutter Financial Plans Achievable
Action Steps No Hidden Fees Financial Flexibility When Goals Change
Investment Advice
More Than Investment Advice
While investments are important, they are only a fraction of what sets you up for financial success.
Our cost also covers robust financial planning to help you make decisions about all the areas of your life that money impacts, not just investments.
Financial planning is included for the same fee some clients pay other advisors just to manage their investments.
(Financial Planning only options also available).
Action Steps
Questions We Can Help You Answer
When can I retire and do I have enough money?
Am I overlooking anything with my finances?
I’m getting married, what needs to change?
What do I do with my extra cash?
How do I make the most of my stock options?
I’m getting divorced, how do I prepare?
How can I potentially lower my taxes?
Can I afford to change careers or jobs?
My inheritance is coming soon, what do I do?
Which financial goals should I tackle first?
How do I plan to care for my aging parents?
How do I plan my retirement spending?
A Pearl Is Born: How It All Began
A pearl is an irritant (a grain of sand) that transforms into something beautiful. We see this same idea emerge in our work with clients.
Finances can be irritating, overwhelming, or confusing to manage–especially if you have a complex career, life, or growing family.
Together, we help you turn what may have been an irritant (your finances), into a beautiful life or legacy.
After all… No grit, no pearl.™
You work hard for your money, we can’t wait to help you make the most of it.
Our Firm Values:
Keep It Real, Stay Grateful, Stick Together
Who you choose to help you make decisions about your money is important.
Here are the values our team uses to lead our business.
Courageous Authenticity
When you get real, you get results. Be honest with yourself and others about who you are and what you want, even if your truth is messy or scary.
Gratitude & Abundance
True wealth has less to do with an investment balance and more to do with a balanced state of mind. In all that we do, we seek a positive perspective about possibilities. You have enough. You are enough. And for that, we’re thankful.
Cultivating Community
We love supporting and connecting communities that are important to us.
- People: When we foster a sense of belonging for others, we celebrate success.
- Place: We don’t just work in Dexter, we live, play, and invest in Dexter & Ann Arbor.
- Profession: Growing an inclusive financial community helps our collective future.
Serious About Your Finances,
Relaxed About Everything Else
We hope you enjoyed learning more about our team and how we serve clients in Dexter, Ann Arbor, Southeast Michigan, and virtually nationwide.
We have a non-intimidating team that will put you at ease. Everyone at Pearl Planning listens to your story and goals with an open mind and eye for opportunities you may be overlooking.
Together, we tackle a serious topic but we also strive to enjoy the journey together. It’s time your finances become a topic of possibility and enjoyment.
