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3 years ago, a devastating career turn set me on the path to found Pearl Planning late summer 2018. I’ll never forget that day. It was my son’s 9th birthday party that night and Mother’s Day weekend. 1/
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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