A Panel Discussion with Moderator Melissa Joy, President of Pearl Planning

The Women’s Exchange of Washtenaw invites you to an engaging panel discussion and delicious lunch focused on building strong foundations for business success. Gain valuable insights into the legal, financial, insurance, and accounting aspects of running a successful business.

Moderated by Melissa Joy, this event features a dynamic panel of experts sharing strategies and best practices to empower women in business. Whether you’re an entrepreneur, business owner, or professional, this discussion will provide actionable takeaways to help you thrive.

Don't miss this opportunity to network, learn, and grow!

Meet Melissa
Before founding Pearl Planning, I worked in the world of financial planning and investments for more than twenty years. As a CERTIFIED FINANCIAL PLANNER™ professional and Certified Divorce Financial Analyst®, I specialize in working with executives, entrepreneurs, and those needing help with transitions such as retirement or divorce. Even though Pearl is based in Dexter, Michigan, our clients live coast-to-coast and we use all the tools of technology plus plain-old human connection to build relationships across the miles.

While I was a partner and owner of a large Detroit-based registered investment advisor, I always dreamed of starting my own company. Now that dream is a reality. Founded in 2018, Pearl Planning fulfilled those dreams. Just as a pearl symbolizes wisdom gained through experience, I used my background running the investment and financial planning departments along with complex client practice experience to create a client-focused, personalized and modern wealth management firm.

Dexter, Michigan is home for me, my husband, Jeff, and our kids, Gus and Josie. In addition to spending time with family, I have a lifetime love of playing soccer, reading, and travel. I also have a passion for supporting and promoting women in financial advice careers.