Gretchen Behnke, CFP^®

Principal

Pearl Financial Planning LLC

7800 Preston Rd, Suite 149
Plano, TX 75024

FINANCIAL ADVISOR'S WEBSITE

www.pearlfinancialplanning.com

(972) 696-9733 CONNECT WITH Gretchen

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Fee-only. Fiduciary. We wouldn't have it any other way.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$250,000

My Links

Website: PearlFinancialPlanning.com

General

Gretchen Behnke is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Pearl Financial Planning LLC in Plano, TX and the surrounding communities.

Financial Advisor Overview

Holistic Financial Life Planning For Professional Women. 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.

Financial Advisor Experience

Gretchen Behnke is a CERTIFIED FINANCIAL PLANNER™ Professional and REGISTERED LIFE PLANNER® offering holistic financial Life Planning to professional women.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Career Change, Investment Management, Employee Benefits, Mutual Funds, Life Planning, Sudden Wealth, Nontraditional Households, Women's Finances