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.
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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