Wealthy After Divorce

Welcome to the Wealthy After Divorce Podcast! Hosts and Certified Divorce Financial Analysts® at Pearl Planning, Melissa Joy and Melissa Fradenburg, will roll out a new episode every other Thursday, with advice to improve financial decisions during and after the divorce process. Pearl Planning is a financial planning and wealth management practice located at 8031 Main Street in Dexter, Michigan, and 81 Kercheval Avenue, in Grosse Pointe Farms, Michigan. You can reach our offices at (734)274-6744 or (313) 486-9634. Investment advisory services offered by Pearl Planning, a DBA of Stephens Consulting LLC., an SEC registered investment adviser. Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Pearl Planning, or any non-investment related content, made reference to directly or indirectly in this Podcast will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this newsletter serves as the receipt of, or as a substitute for, personalized investment advice from Pearl Planning. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Pearl Planning is neither a law firm, nor a certified public accounting firm, and no portion of the newsletter content should be construed as legal or accounting advice. A copy of Pearl Planning’s current written disclosure Brochure discussing our advisory services and fees is available upon request or at www.pearlplan.com. Content represents the opinion of the speaker and not necessarily that of Pearl Planning.

Contributors

Host

Jacki Roessler, CDFA®

My parents divorced when I was six and as a result, my sister and I grew up in a house with challenging financial circumstances. Looking back, it’s easy for me to see why I gravitated toward a career that incorporated finance and divorce.

I have 25 years of experience helping women and men navigate the financial issues in their divorce. Along the way I developed an interest in the division of pensions and retirement accounts and have written and lectured extensively on this topic along with other financial issues in divorce not only in Michigan but across the country to other financial professionals, lawyers and judges.

People often ask me how I can stand working in such a “depressing” field. Actually, my work can be challenging but it’s incredibly uplifting. I get to help people through one of the most difficult times in their life and see them through to the other side.

https://pearlplan.com/about/team/jackie-roessler/

Host

Melissa Fradenburg, CDFA®️

We all know how easy it can be to delegate financial responsibilities, shy away from money conversations, or feel completely left out of our own financial business. It's so important for people to feel compelled to understand what they have and what they will need to be financially secure in the future.
Jacki and I want to inspire our listeners to be the drivers of their financial future, no matter their relationship status and hopefully ease fears of becoming financially ruined by divorce.
As a financial advisor and a Certified Divorce Financial Analyst®, I see first hand how divorce can be one of the most costly financial decisions. However, through financial planning and good financial decisions there can be good financial outcomes.

https://pearlplan.com/about/team/melissa-fradenburg/