How do you it all?
Prioritize: You can't do everything
Your Style Speaks—What Is It Saying?
Embrace your authentic self
💰 Inflation is still hitting our wallets—what’s really going on?
Financial Planning: A Thinking Partner
EOS: Scaling Entrepreneurial Businesses
Tariffs and Uncertainty: Focus on what you can control
Trump's Tariff Targets: Mexico, Canada, China
Addiction: The Hidden Landscape
Uncovering Hidden Addictions
Three Roles in Trust Creation: Trust Maker, Trustee, and Beneficiary
Defining Trusts: Beyond Trust Fund Babies
Emergency Mode: Costly Mistakes
Maximizing Your Time: The Cost of Cleaning Your House
Can We Predict Economic Leadership?
Debt Ceiling Drama Ahead
Non-Negotiable Probate Costs: Time, Legal Fees, and Public Records
Kobe Bryant's Estate Planning Misstep
Tips for planning 2025 and staying organized
Make Your Life Simpler in 2025
Self- comparison is recipe for disaster
Journaling for Success
Retirement and Tax
How Much Money Women Have In Retirement
Give the gift of stocks and save on taxes
Check Your Retirement Contributions Before Year End
Giving Tuesday: Giving Back Also Gives Purpose
Do Women Have a Natural Edge in Financial Planning?
Are You Content with Your Finances?
Imposter Syndrome and Personal Finance
When Self Doubt Becomes Imposter Syndrome
The Difficulties of "Sandwich" Caregiving
Financial Resources for Caregivers
Elections and Long-term investment Goals
Focus on What You Can Control
Are salon visits a line item in your budget?
Personal care isn't a monthly priority for everyone.
Long term investment strategy
Baseball and a Lesson in Asset Diversification
Shopping With More Intention
Sustainable Fashion
Women Over 45 Existing in the Workplace
Menopause Statistics You Haven't Heard
Saying "No" and Setting Boundaries
Setting Boundaries and Opening Up Opportunities
Long-term Performance Outlook and Investing in Social Good
What drives ESG Investing?
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About
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 across many states in the country.
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Investment advisory services offered through Pearl Planning, a DBA of Stephens Consulting LLC., an SEC registered investment advisor. See additional disclosures pearlplan.com/disclosure/.
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