Pearl News

New Client? Here’s What’s Next

By Melissa Joy, CFP® / March 11, 2025

Welcome to Pearl Planning! Our onboarding video guides you through the exciting process of implementing your financial plan. Here’s what to expect: Getting Started: We’ll begin by opening accounts and […]

Pearl Planning’s 2024 Year in Review: Celebrating Milestones and Growth

By Melissa Joy, CFP® / December 17, 2024

As we look back on 2024, we’ve celebrated everything from exciting personal milestones like weddings and births to professional achievements, such as team growth and community involvement. Our year has […]

How Pearl Planning Supports The People Who Matter Most to You

By Melissa Joy, CFP® / October 21, 2024

Looking for trusted financial advice for your friends or family? At Pearl Planning, we’re here to help. Whether you’ve had a friend ask, “Who do you trust for financial planning?” […]

Say Hello to Our New Website!

By Melissa Joy, CFP® / September 19, 2024

We are thrilled to announce to you the newly redesigned Pearl Planning website! Whether you’re a long-time client or just getting to know us, we hope you’ll enjoy the fresh […]

Celebrating Melissa Joy’s Recognition as Top Women Wealth Advisor by Forbes

By Melissa Joy, CFP® / February 26, 2024

The Pearl Planning team is proud to announce the recognition of our own President and Financial Advisor, Melissa Joy CFP®, CDFA®, as one of the Top Women Wealth Advisors, Best-In-State, […]