This is The Planning Center’s comprehensive planning service, wherein we blend both financial and life conversations, using the TPC Approach and our Investment Philosophy to provide structure and clarity to your entire financial picture.  Compare with our introductory service program, The Cornerstone Program™, with this Service Comparison Chart.

• Meet with you to work through details of your situation (usually 3-4 meetings up-front)
• Present recommendations to help you reach your financial goals
• Assist and guide you as needed to implement action items
• Update, monitor and modify your plan as needed (typically 2-4 meetings/year)

The Planning Center is a fee-only financial planning firm:

• No commissions, sales loads, or surrender charges
• Building and maintaining your financial security is our only incentive
• Our only revenue is from the fees paid by our clients
• No soft dollars or referral fees received from any recommendations to other professionals or services

Our annual retainer for The Capstone Wealth Program™ is calculated on the combination of the 2 fee schedules below and rounded to the nearest $250:

• No conflicts of interest to build an appropriate emergency fund
• No conflicts of interest to pay down debts from the portfolio (Mortgages, Student Loans, Etc.)
• No change in compensation regardless of where investements are custodied
• Our only financial incentive will be to steadily grow and maintain your wealth