Pearl Planning

Pearl Planning You work hard for your money. We help you make the most out of it.

Of the top 100 fortunes in America, exactly zero were built on real estate. Historian Joseph S. Moore, PhD, has the rece...
09/01/2026

Of the top 100 fortunes in America, exactly zero were built on real estate.

Historian Joseph S. Moore, PhD, has the receipts, and they reframe a lot of what we assume about how wealth actually gets built.

This week on the Women's Money Wisdom podcast, Melissa Joy, CFP®, sits down with Moore, author of How to Get Rich in American History, to dig into 300 years of financial advice that worked (and didn't).

They cover why Americans used to say “go ahead” instead of “get ahead,” the long, overlooked history of women investing and managing money, and the myths around real estate as a shortcut to wealth.

A fast-moving, fact-packed conversation about what history actually shows works, and what's just a good story.

🎧 Listen to the full episode: https://lnkd.in/dTCr7bh7

08/31/2026

Not every hard conversation in a relationship is about money.

Writer Lindsay Goldwert, co-author of the upcoming book The Midlife Plot Twist, talks with Melissa Joy, CFP® about the harder ones too: still wanting a monogamous relationship, feeling disconnected from a partner, wanting to be honest about what you want without knowing if the answer will be what you hoped for.

Lindsay's advice is to get clear with yourself first, before bringing it to the people you love.

We're a team of CFP® fiduciaries in Dexter, MI who help busy families get their financial life organized without adding ...
08/28/2026

We're a team of CFP® fiduciaries in Dexter, MI who help busy families get their financial life organized without adding more to their plate. No hidden agendas, no jargon, no pressure. Just planning that actually fits your life.

Want to see if we're the right fit? pearlplanning.com/contact

08/27/2026

Perimenopause is not the whole story of midlife.

Writer Lindsay Goldwert, co-author of the upcoming book The Midlife Plot Twist, believes transformation is the real headline: new careers, new degrees, new businesses, women rewriting their own story in real time.

She and Melissa Joy, CFP® talk about why letting midlife get boiled down to symptoms sells an entire generation short.

Growth doesn't have to mean becoming someone you're not.Melissa Joy, CFP® will be joining two fellow advisors, Danika B ...
08/26/2026

Growth doesn't have to mean becoming someone you're not.

Melissa Joy, CFP® will be joining two fellow advisors, Danika B Waddell and Laura Corbiani, for a panel discussion on September 3rd at 3:00 PM ET, moderated by Katie Burke, CFP® from Equita Financial Network. They'll be sharing their business development strategies that have actually worked for them and how you can adapt them to fit your own voice, values, and brand.

Growth That Feels Like You: Business Development Strategies That Drive Results and Stay True to Your Brand

This webinar is free to attend, we hope you'll join! Register today: zoom.us/webinar/register/WN_bnj0Eod3R9CYGyiJKTzBZw #/registration

Perimenopause is not the whole story of midlife. Transformation is.On this episode, Melissa Joy, CFP® talks with Lindsay...
08/25/2026

Perimenopause is not the whole story of midlife. Transformation is.

On this episode, Melissa Joy, CFP® talks with Lindsay Goldwert, author of Bow Down and co-author of the upcoming book The Midlife Plot Twist, about why asking for what you want gets harder for women as life goes on, and why that difficulty tends to build up quietly until it boils over. They dig into how a good financial planner can hold space for feelings the way a therapist does, why bringing a planner into a relationship early can prevent bigger problems later, and why so many women are pivoting careers, going back to school, and rewriting their story in midlife.

Lindsay's take is blunt and refreshing: this generation of women is the healthiest and wealthiest to ever walk the earth, and it is time we started acting like it.

🎙️ Listen to the full episode:https://podcasts.apple.com/us/podcast/womens-money-wisdom/id1583888433

Today marks 8 years since Melissa Joy, CFP® founded Pearl Planning in Dexter, Michigan. What began as one woman with a v...
08/24/2026

Today marks 8 years since Melissa Joy, CFP® founded Pearl Planning in Dexter, Michigan. What began as one woman with a vision has grown into an amazing team proudly serving 350+ families across Michigan and 28 states.

We’re incredibly proud of how far we’ve come, but even more grateful for the clients who trusted us to help them turn financial complexity into clarity.

Here's to the next chapter. No grit, no pearl.™ 💜

08/24/2026

Prioritizing your own financial security is not selfish. Financial planner Stephanie McCullough, founder of Sofia Financial and co-host of the Take Back Retirement podcast, joins Melissa Joy, CFP®, founder and president of Pearl Planning, to push back on the guilt many women carry around building their own wealth.

Giving too much away too soon does not guarantee gratitude down the road. Encouraging independence in the next generation is a gift, not a curse, and looking after your own financial health is never something to apologize for.

🎙️ Watch the full conversation: https://podcasts.apple.com/us/podcast/womens-money-wisdom/id1583888433?i=1000784093794

Things we think are kinda chic except they're actually REALLY chic 💜At Pearl Planning, there is no one-size-fits-all pla...
08/21/2026

Things we think are kinda chic except they're actually REALLY chic 💜

At Pearl Planning, there is no one-size-fits-all plan because there is no one-size-fits-all life. Our job is to help you make the choices that are right for you. That's the work we show up for every day!

Ready to feel that kind of chic? Let's talk: pearlplanning.com/contact

08/20/2026

The idea that retirement means age sixty-five is outdated, says Stephanie McCullough, founder of Sofia Financial and co-host of the Take Back Retirement podcast. On this episode with Melissa Joy, CFP®, founder and president of Pearl Planning, Stephanie breaks down how ageism, forced layoffs, and longer lifespans are reshaping what retirement actually looks like.

Research shows many people retire earlier than planned, not by choice but by health issues or job loss. And with longevity on the rise, stepping away from work at sixty-five may not make sense financially or personally for everyone.

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8031 Main Street , Suite 201
Dexter, MI
48130

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Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
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