Services

Pearl Planning understands that senior living can be complex. You still want to be independent, but may need help managing your finances. Sometimes, it can be hard to admit that we may need a little help; however, everyday seniors rely on our services to help them keep track of bills and financial documents. 

At Pearl Planning our goal is to give you peace of mind over your short and long-term expenses, and most importantly, help seniors maintain their freedom. Whether you have been living on your own for years or are recovering from a sudden loss and need help managing and covering expenses, we’re here to help

Daily money management services make it possible for seniors to remain independent and maintain dignity, while staying financially secure and reducing stress for them and their families. 

If you are in charge of a relative’s finances, Pearl Planning can help manage their day-to-day needs while empowering them to make important financial decisions with your guidance.    

We monitor their accounts for unusual activity while also ensuring they remain up-to-date with paperwork and bills. 

As a busy professional the last thing you want to think about when you get home, or if you are traveling, is paying bills and tending to the details of household paperwork.  

Pearl Planning can help you manage ALL your personal day-to-day financial affairs.  You can feel confident that your bills will be paid on time and receive a detailed financial report each month that is accurate and confidential.