Pearl Planning: Financial Planning Practice in Ann Arbor





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Nationally Recognized Detroit Area Financial Advisor Starts Woman-Practice In Ann Arbor, Joy Pursues Dream Of Boutique Practice In Local Community

From Alyssa Calhoun

Award-winning advisor Melissa Joy, CFP® is launching a new financial planning practice, Pearl Planning, in Ann Arbor, MI. Joy has dreamed of starting her own specialty practice located in her local community and is now seeing that dream come to fruition.

She has long held the belief that financial planning should be practical, approachable, and meet you where you’re at in life, regardless of your age or gender. Pearl Planning specializes in working with executives, entrepreneurs, and those with post-divorce financial planning needs. Of the



organization’s motto, “No Grit. No Pearl.”, Joy says: “Sometimes life gets in the way of your plans, but that’s where Pearl comes in. You wouldn’t get a pearl without grit. We help you reach for your goals with achievable steps and confidence.”

-Melissa Joy, CFP® / Pearl Planning

As an alumna of the University of Michigan, Joy has spent her career in wealth management with over 20 years of experience at Center for Financial Planning, a large financial firm in the Detroit area where she ran the investments and financial planning departments while also managing her own book of clients. Pearl Planning has partnered with the Stephens Wealth Management Group, headquartered in Flint, MI and led by Sherri Stephens.

Joy has been nationally-recognized when she was named to the “Inaugural Research Manager All- Star Team” list by Financial Advisor and Private Wealth magazine and honored as a “Top Wealth Advisor Moms” by Working Mother magazine in 2017. She is both a Certified Financial Planner™ practitioner, and a Certified Divorce Financial Analyst®.

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Seth Kinker

Reporter/Digital Media for The Sun Times News

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