Dexter 734.274.6744
Client Access Right Capital

Financial Planning For Real Life.

There’s no textbook or directory for your life and the same goes for your financial plan. It should be practical, approachable, and meet you where you are in life. Whether that’s on retirement’s doorstep or dreaming of stepping up to the doorstep of your first home, we’ll help you make confident financial decisions.

Pearl.Planners

The Pearl Planning Family

WE LOOK FORWARD TO MEETING YOU

President and Financial Planner

Relationship Manager

Financial Planner

Why Pearl Planning?

SEE WHY IT’S DIFFERENT HERE

icon-cloud

Financial Planning For Real Life.

You don’t have to wait for a good hair day to start your financial plan. Tell us how your life really is and we’ll work with you to guide your next steps.

icon-hands-heart

Fiduciary Advice Built For You

What is fiduciary? We provide recommendations that are in your best interest.

icon-paper-airplane

The Gift of Confidence

We affirm your successes and work with you on challenges. All this results in the compound returns of good financial choices.

As Seen In

How We Help You

GET TO KNOW OUR SERVICES

Melissa Joy sitting with a client, teaching financial literary and plan

Financial Planning

Take a comprehensive look at your whole financial life. Prioritize your goals, organize your decisions and proactively plan on your next steps.

an older couple seeking retirement financial planning

Retirement Planning

What will retirement look like? How much can you spend and how can you best prepare?

Broken paper heart with two parents and child divorce financial planning

Divorce Planning

Managing through adversity is best tackled through triage. What will life look like after your divorce? How can your decisions help your future self?

Laptop showing stock and investment management

Investment Management

The key to successful investment decisions is process and execution. Manage your decisions within a straightforward framework for success over time.

ESG Environmental Social Governance - person writing on a contract with a pen

Environmental Social Governance

Align your personal values with your investment portfolio. Responsible investment portfolios can factor in key considerations such as climate change, data security, or company diversity.

From the Podcast

#52PEARLS WEEKLY MONEY WISDOM

Upcoming Events

Under The Radar: Overlooked Tips & Tricks For Your Investment Portfolio

From the Blog

NEWS & RESOURCES YOU NEED

Overlooked Tips & Tricks For Your Investment Portfolio

Under the Radar: Overlooked Tips & Tricks For Your Investment Portfolio (Webinar)

By Alexa Kane, CFP®, CDFA® | March 1, 2024 | Comments Off on Under the Radar: Overlooked Tips & Tricks For Your Investment Portfolio (Webinar)

In this webinar, Pearl Planning President and Financial Advisor, Melissa Joy CFP® shares practical ways to level up your investment strategy in 2024. For those who want to make sure they aren’t overlooking opportunities with their investments and want to be proactive in lowering their taxes, this is the webinar for you! Watch and learn: …

Ready to Start the Conversation?

SET UP A CALL TODAY

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