Dexter 734.274.6744 |

Grosse Pointe 313.486.9634

Client Access Right Capital

financialadvisordexter

Episode 62: What to Look for in a Financial Advisor (Guest Podcast)

8:57 am // by Melissa Joy, CFP®, CDFA®

If you are seeking financial planning advice this episode is for you! There are many financial advisors to choose from, but they do not all deliver advice or do business the same way. And if you have never worked with an advisor before, it might be even more challenging to know what to look for. …

Episode 62: What to Look for in a Financial Advisor (Guest Podcast)Read More

Episode 48: Financial Therapy with Nate Astle

8:48 am // by Melissa Joy, CFP®, CDFA®

In this episode Melissa Joy, CFP®, and Nate Astle, M.S., discuss how financial therapy offers a way to better understand how people think, feel, and behave differently with money. Financial therapy is a process informed by both therapeutic and financial competencies that helps people think, feel, and behave differently with money to improve overall well-being …

Episode 48: Financial Therapy with Nate AstleRead More

Episode 41: Understanding Spousal Support in Divorce with Peter Bissett

12:22 pm // by Melissa Joy, CFP®, CDFA®

In this episode, Melissa Joy CDFA® is joined by attorney Peter Bissett, PLC to discuss spousal support. Peter works both in litigation and collaborative law practice, and focuses solely on divorce, custody, and parenting time proceedings. In this episode, Melissa and Peter address the many variables that go into determining spousal support in the divorce …

Episode 41: Understanding Spousal Support in Divorce with Peter BissettRead More

Welcome to the 52 Pearl Weekly Money Wisdom Podcast! Hosts and financial planners at Pearl Planning, Melissa Joy, CFP , Melissa Fradenburg, and Alexa Kane, CFP will roll out a new episode each week with wisdom and actionable advice to improve financial decisions. Pearl Planning is a financial planning and wealth management practice located at 8031 Main Street in Dexter, Michigan and 81 Kercheval Avenue, in Grosse Pointe Farms, Michigan. You can reach our office at (734)274-6744 or the Grosse Pointe office at (313)486-9634. Investment advisory services offered by Pearl Planning, a DBA of Stephens Consulting LLC., an SEC registered investment adviser. Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Pearl Planning, or any non-investment related content, made reference to directly or indirectly in this Podcast will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this newsletter serves as the receipt of, or as a substitute for, personalized investment advice from Pearl Planning. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Pearl Planning is neither a law firm, nor a certified public accounting firm, and no portion of the newsletter content should be construed as legal or accounting advice. A copy of Pearl Planning’s current written disclosure Brochure discussing our advisory services and fees is available upon request or at www.pearlplan.com. Content represents the opinion of the speaker and not necessarily that of Pearl Planning.