Gretchen  Behnke,  CFP<sup>&reg;</sup> - Financial Advisor

Gretchen Behnke, CFP®

Principal

Pearl Financial Planning LLC

8105 Rasor Blvd, Suite 80
Plano, TX 75024
FINANCIAL ADVISOR'S WEBSITE
(972) 696-9733 CONNECT WITH Gretchen
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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

Pearl Financial Planning is a boutique financial planning firm for independent professional women who want a holistic life planning approach to align their money and their lives. What do you want out of life? What brings you joy, fulfillment, meaning? How will you pay for it? Combining respect and listening with technical expertise, our collaborative process uncovers the answers. As a Registered Life Planner, I want to discover your most essential goals for a fulfilled life before formulating your financial plan, so your finances can fully support those goals. Life Planning starts with a process for discovering (or remembering) the full life you want to live. Once we have your vision vividly painted, we do a comprehensive financial plan. And that plan is much more tailored, meaningful, and exciting because we built it within the broader context of your ideal life. Investments are a critical part of your financial plan, and I will manage your investments and advise on your 401(k). But I believe your life shouldn’t be all about your investment portfolio; rather, your investment portfolio should be in service to all the things you want to do with your life. I don’t like the idea of advising on hundreds of thousands of dollars without really knowing my client. Ours will be a collaborative relationship where you are fully heard and seen, and treated with respect and empathy. I was a client of a fee-only financial planner for nearly 10 years before I started Pearl. It made a huge difference in my life. Now, I’m doing that for you, with a twist: I trained extensively in Life Planning to add that skill to my technical expertise in comprehensive financial planning. Often financial planning is comprehensive, in that, it gives you a robust plan to succeed at the life you are living now. But what if the life you are living now is out of sync with the life you want to be living? That’s where Life Planning comes in. For a financial plan to be most beneficial to you, we need to align it with your life. Your best life. Your ideal life. Schedule a free consultation to start your exploration.

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Financial Advisor Experience

Gretchen Behnke is a CERTIFIED FINANCIAL PLANNER(TM) professional providing Fee-Only financial planning and investment advice in Plano, TX and across the country. She is a NAPFA-Registered Financial Advisor and a member of the Fee-Only Network. Gretchen holds an MBA in Finance from the University of Texas at Arlington, and completed the CFP(R) Professional Education Program at Southern Methodist University. She earned the Registered Life Planner designation from the Kinder Institute for Life Planning.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

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

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Helpful Financial Planning Resources