Company intelligence
Pearl Planning
Financial planning for real life. #NoGritNoPearl
About Pearl Planning
You work hard for your money. We help you make the most out of it. Because we know it’s hard to know what to do next with your finances. Many people can manage their money themselves, but some struggle to find the time to seek out all the answers on their own. That’s where Pearl Planning comes in. We help you get your financial life organized, streamlined and on track. And while our in-person office is in Dexter, Michigan, our team works with clients from coast to coast. #NoGritNoPearl Investment advisory services offered through Pearl Planning, a DBA of Stephens Consulting LLC., an SEC registered investment advisor. See additional disclosures https://pearlplan.com/disclosure/.
Verified activity
Signals from Pearl Planning
3 published signals
Presence & Recognition
Pearl Planning featured Melissa Joy, CFP, founder and president of Pearl Planning, sitting down with Samina Bari, founder and CEO of Farewell and two-time Amazon bestselling author, to discuss life administration.
Reported by Pearl Planning
People
Pearl Planning celebrated 6 years with Alexa Kane, CFP®
Reported by Pearl Planning
People
Pearl Planning has been with Alexa Kane, CFP® for 6 years.
Reported by Alexa Kane, CFP®