Gretchen Behnke, CFP®, MBA Pearl Financial Planning LLC

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About Gretchen Behnke, CFP®, MBA, RLP

I was a client first. Before becoming an advisor, I was a client. I know first-hand how powerful financial planning can be, and that experience inspired me to help other professional women find courage and excitement in their finances. My time as a client inspired my life’s work—to give women an elevated financial experience and help them find excitement and confidence with their money. I listen with empathy, plan with integrity, and look forward to celebrating all of your wins.

I approach financial planning differently than most firms. I didn’t “grow up” in the industry or get my start in a major wirehouse. I chose to be in this industry from my time as a client, which directly influences the unique experience I bring to my clients. I’ll always see your plan as a client first and an advisor second. Your life should inform the numbers, not the other way around.

Through our firm’s high-touch, holistic wealth model, we guide, support, and empower women to align their money with their vision, values, and goals. We seek to create a safe, encouraging, and empathetic space where you are seen, heard, and understood. Here, your entire life experience matters.

What is Holistic Life Planning? Money is a valuable tool to help you live your most ideal life. Life planning puts your goals and values at the center and builds your finances around them. Whether you want to change careers, make work optional, start your own business, or pursue a passion project, we can help ensure your finances support the steps you need to take to get there. By staying true to your values, we can help structure your investments to best support them. Your life plan considers your goals and values, investments, insurance needs, tax plan, estate plan, legacy building, and more.

Gain the confidence to invest in your life and live your dreams. Contact me to request a complimentary consultation.

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Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Ideal Clients

  • Gen X
  • Holistic Financial Planning
  • Single Women
  • Women Professionals

Ways Advisor Charges

  • Monthly Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $333/mo + $2000 upfront
  • Assets Under Management: 1.00%

SEC Records

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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