Why Choose Pearson for Your Financial Planning and Analysis Services?
At Pearson Financial Planning, comprehensive financial planning means looking beyond just investments. We serve as a fee-only fiduciary for women in transition, providing transparent advice across your entire financial life—from managing day-to-day money to building a legacy. Our approach is holistic, personalized, and always puts your goals first.
Our Comprehensive Financial Planning and Analysis
Our services are structured to provide clarity and confidence at every step of the way. We offer two core areas of service, each tailored to support your path to financial freedom:
Financial Planning Services:
Financial planning is all about making your money work for you so you can enjoy the life you want both now and in the years ahead. When we work together, we’ll take a look at the full picture of your financial life, from managing your day-to-day money and investing for the future to planning for retirement, navigating taxes, protecting what matters most, and making sure your estate and legacy wishes are carried out. We provide comprehensive financial planning services designed specifically for the unique challenges women face.
Click To Learn MoreInvestment Management Services:
Our investment management services are designed to give you confidence that your money is working as hard as you do. We focus on building a portfolio that reflects your goals, comfort level, and timeline, while keeping an eye on opportunities and risks along the way. By actively monitoring and adjusting your investments, we help you stay on track through changing markets and life transitions. The result is a thoughtful, personalized strategy that not only seeks growth, but also gives you peace of mind knowing your financial future is being cared for by a fiduciary investment advisor.
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