Dexter 734.274.6744
Client Access Right Capital

Our Story

waves over a sandy beach

No Grit. No Pearl.

If you think about a pearl, it starts with a grain of sand. An irritation transforms into something beautiful. A pearl.  We see this same idea transpire into the work we do with our clients.  Money and finances are rarely perfect and sometimes the frustration and irritation comes from needing to organize and connect the dots.

There’s a legacy behind it for us: A woman born in 1920 and a girl in 2013 both share the name Pearl and remind us of the wisdom of the past, while we look toward the promise of the future.

The kind of planning we do at Pearl isn’t something precious to be put on the shelf. It is relevant to your life, no matter where you live. We see strength and beauty in financial planning and we want to share that possibility with you.

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.

ADV 2A  |  ADV 2B  |  Client Relationship Summary  |  Privacy Notice

Please review Important Disclosure Information set forth in the last section of this website.

PAGE MENU