Let's talk financial health! What do certified financial planning and health coaching have in common? How does impostor syndrome show up in financial planning? How is talking about money like getting a root canal? And what in the heck is a wealth iceberg? Find out in this week's conversation with Melissa Joy!
bio
Before founding Pearl, Melissa worked in the world of financial planning and investments for more than twenty years. As a CERTIFIED FINANCIAL PLANNER® professional and Certified Divorce Financial Analyst®, she specializes in working with executives, entrepreneurs, and those needing help with transitions such as retirement or divorce. Even though Pearl is based in Dexter, Michigan, their clients live coast-to-coast and they use all the tools of technology plus plain-old human connection to build relationships across the miles.
While Melissa was a partner and owner of a large Detroit-based registered investment advisor, she always dreamed of starting her own company. Now that dream is a reality. Founded in 2018, Pearl Planning fulfilled those dreams. Just as a pearl symbolizes wisdom gained through experience, Melissa used her background running the investment and financial planning departments along with complex client practice experience to create a client-focused, personalized, and modern wealth management firm.
Dexter, Michigan is home for Melissa, her husband, Jeff, and her two kids, Gus and Josie. In addition to spending time with family, Melissa has a lifetime love of playing soccer, reading, and travel. She also has a passion for supporting and promoting women in financial advice careers.
melissa's resources
simply: health coaching links
