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Tomorrow, I’ll open up my account dashboards and see that Pearl Planning has surpassed $100M in firm assets for the first time. One hell of a 3 year anniversary. The universe has an incredible way of affirming you sometimes. 2/
Tomorrow we’ll have another birthday party this time for 12 trips around the sun, and of course it’s Mother’s Day. I can’t believe the support I’ve received and the personal growth that these years have created. 3/
In moments like this, it’s the people who have been a part of my tribe that I think of most. The incredible #pearlplanning team including @mglenn1, Melissa, Maggie, Alexa, & Krysta. Those who picked up the phone that first day @seboston @shattee @LauraGarfield, Sherri, etc. 4/
But most importantly @thejeffjoy believed in me from the moment I made the call I’d never imagined to tell him the news. And he’s been a rock for our family these last 3 years and always. 5/
Many thanks to those of you I’ve met in this forum, through @theadvisorgc, @Steph_Bogan’s limitless tribe, #rjwomen including @ReneeBakerRJ @karencoyne & so many more. You all know how to build community. 6/
Finally, to @SherriMoneyTalk who opened the door to her business & team while allowing me to create my vision for Pearl Planning...thank you to everyone at Stephens Wealth Management!!
I can’t wait for what’s next!!
#NoGritNoPearl
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I can’t wait for what’s next!!
#NoGritNoPearl
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