Dexter 734.274.6744 | Grosse Pointe 313.486.9634 | Birmingham 248.795.1133 ext. 407
Client Access Right Capital

Values

Keep it Real in building blocks on a table

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.

Pearl_Team-8
Team members of Pearl Planning and their families holding a Pearl Planning banner at a parade in Dexter Michigan

Cultivating Community

We love supporting and connecting communities that are important to us. People: When we can 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. Profession: Growing an inclusive financial planning and investment community is a gift to our collective future.

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

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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