Dexter 734.274.6744 |
Grosse Pointe 313.486.9634
Client Access Right Capital

Values

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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.

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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

YOUR 2021 FINANCIAL ACTION PLAN

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Guided Pearls: Your 2021 Financial Action Plan

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

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Pearl Planning Grosse Pointe
81 Kercheval Avenue, Suite 202
Grosse Pointe Farms, MI 48236
313.486.9634
Melissa.Fradenburg@pearlplan.com

Pearl Planning Dexter
8031 Main St. Suite 302
Dexter, MI 48130
734.274.6744
melissa@pearlplan.com

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Data provided by SHOOKTM Research, LLC as of July 2017. The Working Mother and SHOOK research ranking is based on an algorithm of qualitative and quantitative data. SHOOK Research considered wealth advisers who are mothers with at least one child living at home and under the age of 18 with a minimum 5 years of industry experience. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisers rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research LLC. Neither SHOOK nor Working Mother receives compensation from the advisers or their firms in exchange for placement on a ranking. Raymond James is not affiliated with Working Mother or Shook Research, LLC. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating.

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