Holistic Financial Life Planning For Professional Women
Your dream life is in reach; it’s time to make it real.
What’s Your Vision of A Fulfilled Life?
Your goals, values, hopes, and dreams should power your life—but are they currently front and center? Sometimes the most significant obstacle for professional women to succeed is the unknown.
At Pearl Financial Planning, we turn your unknowns into opportunities to show you all that’s possible with your money. You can use your money to fuel a joyful and prosperous life. We believe in you, and with our tools, knowledge, and support, we seek to help you believe in yourself, too.
Your money is powerful; we help you recognize it.
Holistic Life Planning Creates A Hopeful Present and A Promising Future
You only have one life, and you need a financial partner that helps you harness your resources to make it the best it can be. A holistic plan addresses every aspect of your finances and personal goals and gives you permission to use your money in purposeful and powerful ways. We provide a high-touch premium service model that helps you know what to do with your money and why you’re doing it. With us, you can take control of your money, understand your plan, and align your finances with your goals.
How can a holistic life plan impact you?
Your Dreams, Our Philosophy
For us, quality financial advice can only be achieved with a fiduciary, fee-only service model. As a fiduciary firm, we commit to putting your best interests first legally and ethically, so you can feel comfortable knowing that we’re on your side, always. We’re dedicated to providing high-tier service to every client and, as such, don’t accept commissions—transparency, honesty, and integrity drive this choice and enable us to serve you the way you deserve.
We’re dedicated to serving you best
As Featured In
Hi, I’m Gretchen. It’s wonderful to meet you.
GRETCHEN BEHNKE, MBA, CFP, RLP
Here’s a little about me and why I love helping professional women invest in their dreams.
I was a client first.
My time as a client inspired my life’s work—to give women an elevated financial experience and help them find excitement and confidence with their money. I know how it feels to have a significant need and hoping to find someone who will listen, care, and understand. I listen with empathy, plan with integrity, and look forward to celebrating all of your wins.
I know the power of being independent but not alone.
There’s immeasurable value to having a trusted professional you can call on in times of need and change. I will be your thinking partner, trusted supporter, and dedicated advocate.
I approach financial planning differently than most firms.
With us, you aren’t just a number at a big brokerage house or a projection flickering on a computer screen. We see you as a whole person—your dreams, hopes, and fears—and help you create a plan that supports your entire life, not just one piece of it.
Are you interested in working together?
Gain the confidence to invest in your life and live your dreams
Please take a few moments to fill out this short profile to make our meeting as productive as possible. After reviewing your information, we’ll get back to you in a few days via email to schedule your free consultation at a time that’s convenient for you. You may choose video conference or phone call at the time of scheduling.
I look forward to talking soon.