Gretchen Behnke (CFP®, MBA, RLP)

Gretchen Behnke focuses in the
following client markets or areas of practice:

  • Fixed Fee (Subscription, Retainer, etc.)
  • Generation X
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Women's Financial Planning Issues

Planning Specialties

As a Registered Life Planner, I want to uncover your most essential goals for a fulfilled life before formulating your financial plan, so your finances can fully support those goals.

Life Planning starts with a process for discovering (or remembering) the full life you want to live. Once we have your vision vividly painted, we do a comprehensive financial plan. And that plan is much more tailored, meaningful, and exciting because we built it within the broader context of your ideal life.

Investments are a critical part of your financial plan, and I will manage your investments and advise on your 401(k). But I believe your life shouldn’t be all about your investment portfolio; rather, your investment portfolio should be in service to all the things you want to do with your life.

I don’t like the idea of advising on hundreds of thousands of dollars without really knowing my client. Ours will be a collaborative relationship where you are fully heard and seen, and treated with respect and empathy.

For a financial plan to be most beneficial to you, we need to align it with your life. Your best life. Your ideal life. Schedule a free consultation to start your exploration.

Additional Information

EDUCATION
I hold a BS from Texas Christian University, an MBA in Finance from the University of Texas at Arlington, and completed the CERTIFIED FINANCIAL PLANNER™ Professional Education Program at Southern Methodist University. I earned the Registered Life Planner designation from the Kinder Institute.

PROFESSIONAL ORGANIZATIONS
I am a member of the XY Planning Network, specializing in financial planning needs of Gen X and Gen Y individuals. I'm also a member of the Financial Planning Association, serving on the Career Development Committee.

INTERESTING FACT
Many people ask why the firm is named Pearl Financial Planning. Here's the story: I am named after my great-grandmother Margaret. (In German, Gretchen means "Little Margaret.") If you look up Margaret in a name dictionary, it means "pearl."

NAPFA Start Date

November 21, 2016

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This Office

8105 Rasor Blvd Ste 80 Plano, TX 75024-0345 Phone: (972) 696-9733