A Fee-Only FINANCIAL PLANNER FOR WOMEN

We help women going through life transition by educating and supporting them in identifying, defining and achieving their financial goals.

About PearsonEducating women
toward financial freedom.

As a Certified Financial Planner™, our mission is to provide financial education and investment management to women so they can have the knowledge to make insightful decisions about their financial future.

  • Certified Financial Planner™ (CFP®)
  • Certified Financial Transitionist (CeFT®)
  • 35+ years of advisory experience
Meet Diane

A Partnership for Financial Freedom

A worthwhile financial plan takes collaboration between a client and their trusted advisor.

We partner with our clients as we help them on their journey to financial freedom. We are a Fee-Only Certified Financial Planner™, committed to acting as a fiduciary in your best interest.

You don't have to navigate your transition alone. We provide options so our clients feel confident and empowered to make smart financial decisions.

Diane Pearson

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35+YEARS OF EXPERIENCE

5NICHES SERVED

100%FEE-ONLY FIDUCIARY

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Who We ServeA financial advisor for women at every stage in life.

01 — In TransitionDivorcees

01 — In TransitionDivorcees

Women going through a divorce need to know before the Divorce Decree is signed, what their financial options are, what will life look like after the divorce and how to plan for the future. Understanding the assets, liabilities, income and expenses help a client make a better informed decision.

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02 — In TransitionWidows & Widowers

02 — In TransitionWidows & Widowers

Compassionate help with complex issues like retitling assets and Social Security during one of life's most painful transitions.

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03 — Inclusive By DesignLGBTQ+ Community

03 — Inclusive By DesignLGBTQ+ Community

The LGBTQ community and same-sex couples have some unique financial planning issues including: employee benefits, whether to marry or not, child custody laws and estate planning to name a few. Working with a LGBTQ financial advisor helps clients identify and address these issues properly.

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ServicesA complete picture of your financial life.

ServicesA complete picture of your financial life.

We examine your complete financial picture — from day-to-day money management to legacy building — tailored to women's unique financial challenges.

  • Financial Planning

    Making your money work for you so you can enjoy the life you want both now and in the years ahead.

  • Investment Management

    Portfolios constructed around your goals, comfort levels, and timelines, with active monitoring through life transitions.

  • Educational Resources

    Clear, supportive guidance that turns complex strategies into confident decisions.

Client StoriesReal women, real plans, real outcomes.

Maria came to Pearson Financial a few years ago when her husband suffered a health issue that inhibited him from making any financial decisions. Prior to this health issue, he had been managing all their investments and working full time with a six figure income.

She was lost on where to even start and didn’t know what questions to ask… she had paid the monthly bills and raised the kids but didn’t understand their specific financial picture. We started by building her Financial Foundation – identifying all of their assets, liabilities, income sources, and expenses.

We then identified their financial goals and created a customized personal financial plan and implemented it. After 2 years of working with Pearson Financial, Maria is confident and has made wise financial decisions.

Disclosure: This case study is a hypothetical scenario based on situations we commonly see and does not represent an actual client. It is provided for illustrative purposes only and is intended to demonstrate our financial planning process. Individual client experiences and outcomes vary based on their unique circumstances.

Watch & LearnFinancial guidance, on your time.

Short videos that demystify the financial decisions women face during life's pivotal transitions — from a CFP® who's walked clients through them for 35+ years.

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A Fruitful Retirement: Social Security Benefit

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.
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Global and International Funds

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?
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Let's ConnectAre you ready to start building your financial freedom?

I'm Ready