Financial Planning

Why Financial Therapy is Gaining Ground

By Melissa Joy, CFP®, CDFA® / September 24, 2024

You’re probably not thinking about mental health when you think about money. The two topics aren’t traditionally associated with each […]

By Melissa Joy, CFP®, CDFA® / September 16, 2024

Are you afraid to talk about finances with your partner? If so, you’re far from the only one! It’s a […]

By Melissa Joy, CFP®, CDFA® / September 9, 2024

How well we communicate can make or break a relationship. Misunderstandings, resentment, frustration- we’ve all been there. Guess what? This […]

By Melissa Joy, CFP®, CDFA® / July 12, 2024

Feeling a bit overwhelmed by today’s economic ups and downs? We’ve got your back! On this Summer Economic Update […]

By Melissa Joy, CFP®, CDFA® / June 18, 2024

Are you worn out and wondering if you could leave your full-time job ahead of schedule? Or, do you […]

By Melissa Joy, CFP®, CDFA® / April 24, 2024

In this webinar, Pearl Planning President and Financial Advisor, Melissa Joy CFP® explores the impact of inflation, what is […]