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“Make everything as simple as possible, but not simpler.” – Albert Einstein
SERVICES
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CAPSTONE
The Planning Center offers two main service programs named The Capstone Wealth Program™ and The Cornerstone Program™. Their names are derived from the
TPC Approach
to financial planning.
The Financial Planning service programs:
The Capstone Wealth Program
™ is The Planning Center's comprehensive and holistic wealth management service. The program is designed to examine your entire financial picture and blend both financial and life conversations.
The Cornerstone Program
™ was created to provide advice on the fundamentals of financial planning and to teach and monitor the on-going components of financial management.
To compare the services of the two programs:
Service Comparison Chart
Specialized services for those who need tax or divorce services:
Tax Planning
- An additional service for The Capstone Wealth Program™ for tax planning and preparation services.
Divorce Planning
- For those who need help understanding the financial factors involved in divorce settlements.
