“Self care” is often associated with pampering practices like pedicures and retail therapy. But what if getting really acquainted with your finances – and what they can do for you – is one of the most important ways you can care for yourself and your future? No matter what you hope to do, be, or accomplish in the “what’s next” of your life, the fact is that having a good grasp of your finances opens up a world of options. In this episode of Mother of Reinvention I talk to Certified Financial Planner Melissa Joy about the many reasons women put off financial planning – but why NOW is the right time to start. Our conversation is a compassionate yet no-nonsense look at why there’s no reason to wait to get acquainted with your money and create a plan for what it can do for you – now and for your future.
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Melissa lives in Michigan with her husband Jeff and children, Gus and Josie. In 2018, she founded Pearl Planning after working in the world of financial planning for over 20 years. She is a Certified Financial Planner as well as a Certified Divorce Financial Analyst. Her company specializes in working with executives, entrepreneurs, and those needing help with transitions such as retirement or divorce. Pearl Planning is based in Michigan, but has clients coast-to-coast.
Melissa is a frequent speaker at financial conferences and has been awarded recognition on the Working Mother Magazine & Shook Research 2017 & 2018 Top Wealth Advisor Moms List. She has also been quoted as an investment and financial planning professional in publications such as Financial Advisor Magazine, Yahoo! Finance, Money Magazine, Wall Street Journal, Chicago Tribune, Financial Planning Magazine, and Morningstar Advisor.