Dexter 734.274.6744 |
Grosse Pointe 313.486.9634
Client Access Right Capital

Getting Started With Pearl Planning

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:

Getting Started With Pearl Planning

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:

1-phone

Schedule a “Get to Know You” Call

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.

2-data

Meet to Gather Data

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. We use technology to help along the way and set up your Right Capital account on this call.

3-plan

Meet to Review Your Financial Plan

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.

4-checklist

Receive Your Action Items

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

5-checkin

45-Day Check-in Call

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.

6-path

Annual Meeting

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.

Throughout our work together we offer:

Proactive advice as situations change

Availability to address your needs as they arise

Timely communication on markets and the financial world

Throughout our work together we offer:

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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Pearl Planning Grosse Pointe
81 Kercheval Avenue, Suite 202
Grosse Pointe Farms, MI 48236
313.486.9634
Melissa.Fradenburg@pearlplan.com

Pearl Planning Dexter
8031 Main St. Suite 302
Dexter, MI 48130
734.274.6744
melissa@pearlplan.com

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