Pearl Planning

Pearl Planning offers financial planning and investment management to individuals, families, and small businesses. Our philosophy is that financial planning should be practical, approachable, an meet you where you’re at in life. Our process is designed to give you the confidence to make financial decisions and offer you peace of mind when it comes to your finances. While my passion is helping women through financial transitions ( divorce, loss of spouse, retirement), we have found this process helpful for couples wanting to come together on financial matters as well