Pearl Planning has been with Alexa Kane, CFP® for 6 years.
Published
Signal category
People
Quote
“Today marks 6 years with Pearl Planning!”
— Alexa Kane, CFP®|Pearl Planning team
Company
Pearl Planning
Financial planning for real life. #NoGritNoPearl
- Industry
- Financial Services
- Location
- Dexter, US
- Company size
- 7 employees
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/.
Founded 2018