Our ServicesA COMPLETE PICTURE of your financial life.

How We WorkEducation first,
action second.

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Pearson Financial Planning combines hands-on financial planning with professionally-managed investment portfolios — paired with the specialized guidance women need during life's most consequential transitions.

Every relationship starts with understanding where you are, what matters to you, and what's about to change. From there, we build a plan that fits the life you're in, not a template — and we stay close through every adjustment.

01 — ServiceFinancial Planning

01 — ServiceFinancial Planning

A comprehensive plan grounded in your goals, your timeline, and the life
events that matter most. We translate complex strategy into clear, confident
decisions — and stay your partner long after the plan is written.

  • Cash flow & budgeting
  • Retirement projections
  • Tax-aware strategies
  • Estate & legacy planning
  • Insurance review
  • Annual progress reviews
02 — ServiceInvestment Management

02 — ServiceInvestment Management

Professionally-managed, globally-diversified, low-cost portfolios built around your plan — delivered through our partnership with CGN Advisors. You work directly with Diane while a dedicated team handles the day-to- day discipline of your portfolio.

  • Custom asset allocation
  • Tax-efficient construction
  • Investment Policy Statement
  • Ongoing rebalancing
  • Annual portfolio reviews
  • Fiduciary, fee-only oversight
03 — SpecialtyFinancial Transition Planning

03 — SpecialtyFinancial Transition Planning

A Certified Financial Transitionist® brings specialized training to the moments that change everything — divorce, the loss of a spouse, retirement, an inheritance. We slow the work down so the right decisions get made at the right time, not all at once.

  • Divorce financial planning
  • Widowhood & sudden loss
  • Retirement transition
  • Inheritance & windfall
  • Career change planning
  • Family transition support

Transparent PricingFiduciary investment
management fees.

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As a Fee-Only fiduciary, our compensation comes directly from you — never from products, commissions, or kickbacks. The schedule below applies to our investment management service, calculated on assets under management.


ASSETS UNDER MANAGEMENTANNUAL FEE

$0 — $500,0001.00%

$500,001 — $1,000,0000.70%

$1,000,001 — $2,000,0000.50%

$2,000,001 +0.30%

Investing involves substantial risk and has the potential for partial or complete loss of funds invested. Investments mentioned may not be suitable for all investors. Before investing in any investment product, potential investors should consult their financial or tax advisor, accountant, or attorney with regard to their specific situation.

Contact us to determine which service is the right fit for you.

Our ProcessA path that respects where you are.

Whether you're building, transitioning, or rebalancing, every engagement follows the same thoughtful arc — at the pace that's right for you.

01Discovery Call

A no-pressure introductory conversation to understand your goals, your concerns, and what's about to change in your life.

02Plan & Strategy

A documented financial plan, investment policy, and clear next steps — written for the life you're actually living.

03Ongoing Partnership

Active monitoring, annual reviews, and a trusted advisor to call when the unexpected becomes a decision point.

Let's ConnectNot sure which service is the right fit?

A short introductory call is the easiest way to find out. We'll listen, ask a few questions, and let you know if we're the right partner for what's ahead.

Schedule a Call