You want to get your financial house in order and we know how to help. Here’s what it looks like when you work with Pearl Planning:
Tell us what prompted you to reach out and what you want to work on. We’ll explain our services, your costs, and answer your questions about us.
We generally spend 45 to 90 minutes discussing all aspects of your financial life. You share your goals and challenges. We collect statements and data that relate to your life (view a PDF of the documents we request). We use technology to help along the way and set up your Right Capital account on this call.
Three or four weeks after the data gathering meeting, we sit down to review your financial plan. This meeting is typically two to three hours. We’ve analyzed your personal circumstances, identified opportunities for discussion, and plan for action.
We send you your financial plan and a list of action items. We wait until AFTER the financial plan presentation to develop your implementation list. Why? Because you are in charge and your feedback is the most important ingredient needed to take action
We’re both working on the action list with tasks assigned and target dates for completion. By having a check-in call six weeks after the financial plan presentation, you’ll be able to keep the action moving forward.
It’s been a year. We check-in on your life, assess your progress, refresh your plan, and reload a new list of action items updated for you right now.
Proactive advice as situations change
Availability to address your needs as they arise
Timely communication on markets and the financial world
Not quite sure if now’s the right time to get started? No problem! We’d love to keep in touch with our monthly newsletter. We’ll keep you informed with timely financial information and make sure you’re in the know for events and opportunities.
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Utilizing an ESG investment strategy may result in investment returns that may be lower or higher than if decisions were based solely on investment considerations.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional. Unless certain criteria are met, Roth IRA owners must be 59½ or older and have held the IRA for five years before tax-free withdrawals are permitted. Additionally, each converted amount may be subject to its own five-year holding period. Converting a traditional IRA into a Roth IRA has tax implications. Investors should consult a tax advisor before deciding to do a conversion.
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information and availability.
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Pearl Planning is not a registered broker/dealer and is independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
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.
For more information, see SHOOKresearch.com