Dexter 734.274.6744
Client Access Right Capital

April

Enter your information below to download the entire 2021 Guided Pearls: Your Financial Action Plan calendar!

April calendar day view
preview of April calendar PDF download

Additional Resources

From the Pearl Planning Blog: Talking to Your Kids about Money

Do you talk openly about money with your kids?  I consider myself an open book when it comes to money. If someone compliments me on my shirt, I am likely to tell them where I purchased it and how much I paid.

Last week my son asked me how much we make. It caught me off guard. Unsure how to respond, I answered with a question. Why do you want to know? I felt as uncomfortable responding to this simple question, as with recent inquires related to 5th-grade health class. Why is this? Why don’t we talk more openly about this with our kids?

...

52 Pearls Podcast Episodes

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