No Grit. No Pearl.
If you think about a pearl, it starts with a grain of sand. An irritation transforms into something beautiful. A pearl. We see this same idea transpire into the work we do with our clients. Money and finances are rarely perfect and sometimes the frustration and irritation comes from needing to organize and connect the dots.
There’s a legacy behind it for us: A woman born in 1920 and a girl in 2013 both share the name Pearl and remind us of the wisdom of the past, while we look toward the promise of the future.
The kind of planning we do at Pearl isn’t something precious to be put on the shelf. It is relevant to your life, no matter where you live. We see strength and beauty in financial planning and we want to share that possibility with you.
Before founding Pearl, I worked in the world of financial planning and investments for more than twenty years. As a CERTIFIED FINANCIAL PLANNER® professional and Certified Divorce Financial Analyst®, I specialize in working with executives, entrepreneurs, and those needing help with transitions such as retirement or divorce. Even though Pearl is based in Dexter, Michigan, our clients live coast-to-coast and we use all the tools of technology plus plain-old human connection to build relationships across the miles.
While I was a partner and owner of a large Detroit-based registered investment advisor, I always dreamed of starting my own company. Now that dream is a reality. Founded in 2018, Pearl Planning fulfilled those dreams. Just as a pearl symbolizes wisdom gained through experience, I used my background running the investment and financial planning departments along with complex client practice experience to create a client-focused, personalized and modern wealth management firm.
Dexter, Michigan is home for me, my husband, Jeff, and our kids, Gus and Josie. In addition to spending time with family, I have a lifetime love of playing soccer, reading, and travel. I also have a passion for supporting and promoting women in financial advice careers.
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.
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