Personal Guides for
Your Financial Journey

Fee-only Financial Planning • Integrated Tax Planning • Personalized Guidance

Personal Guides for Your Financial Journey

Fee-only Financial Planning • Integrated Tax Planning • Personalized Guidance

Where You’ve Seen Our Team

When You’re On a New Adventure, It Helps to Have a Guide

We believe that all financial decisions are emotional, and to make more effective decisions, everyone could use an objective third party to talk about life and money. The Planning Center is a fee-only financial planning firm that provides a safe place to discuss what matters most to you and your family with a team of trusted financial advisors. Our goal is to help you make better decisions as you navigate life’s transitions and guide you toward the life you want.

At The Planning Center, we’ve been guiding individuals and families through all stages of life – growing wealth, building on life’s successes, and thriving in retirement. You could blaze your own trail or buy a book to take along, but nothing provides the comfort of a guide to walk alongside you. Our financial planners bring years of experience in walking alongside families like yours, pointing out new financial trails to explore and keeping you out of the quicksand along the way.

Why The Planning Center?

Because for over 25 years, The Planning Center has been grounded in the belief that true wealth is about more than the numbers on a spreadsheet. What is your definition of a rich life?

Explore Our Team

Our caring connection to our clients is just the beginning of our team’s identity. It’s supported by our credentialed knowledge and fiduciary standard of care.

When We Help

Individuals and families seek our services during various stages of their lives. This list represents just a few of the many life transitions during which families often look for professional help to navigate the opportunities and challenges these times present.

Birth of a Child

Welcoming a new child into the world brings immense joy and marks an ideal moment to start planning for your family’s financial future. Initially, the focus might be on daily responsibilities, making it difficult to consider the bigger financial picture. We help you balance short-term and long-term goals.

Career Change

Changing careers can lead to significant personal and financial growth, but it requires careful planning and preparation to navigate potential risks and costs. Our team at The Planning Center is here to help you change paths confidently and effectively.

Divorce

Divorces bring not only emotional strain but also complex financial decisions that can impact your future security and life goals. We provide clear, structured guidance to help you navigate your divorce with purpose, enabling you to make informed decisions for your future.

Loss of a Loved One

The loss of a loved one is an emotionally taxing experience compounded by the need to manage a flood of financial and administrative responsibilities. The Planning Center provides compassionate support to organize and simplify these tasks, giving you the space to mourn and manage your loved one’s affairs with less stress.

Marriage

Congratulations on your marriage! As you blend your lives, it’s crucial to discuss financial strategies and establish a solid foundation, which can strengthen your relationship. We guide newlyweds through the process of setting shared financial goals and creating a strategic plan to achieve them.

Retirement

Retirement planning at The Planning Center goes beyond financial preparation, integrating emotional readiness and strategic income planning to help foster a fulfilling and secure retirement. We assess your financial readiness, create sustainable income plans, and consider emotional and social changes to tailor a retirement strategy.

Sudden Money

“Sudden money” refers to large, unexpected financial gains from events like inheritances or property sales, and managing such windfalls requires careful planning to align the wealth with your values and goals. We work to have your sudden wealth support your long-term aspirations.

Birth of a Child

Welcoming a new child into the world brings immense joy and marks an ideal moment to start planning for your family’s financial future. Initially, the focus might be on daily responsibilities, making it difficult to consider the bigger financial picture. We help you balance short-term and long-term goals.

Career Change

Changing careers can lead to significant personal and financial growth, but it requires careful planning and preparation to navigate potential risks and costs. Our team at The Planning Center is here to ensure you change paths confidently and effectively.

Divorce

Divorces bring not only emotional strain but also complex financial decisions that can impact your future security and life goals. We provide clear, structured guidance to help you navigate your divorce with purpose, ensuring you make informed decisions for your future.

Loss of a Loved One

The loss of a loved one is an emotionally taxing experience compounded by the need to manage a flood of financial and administrative responsibilities. The Planning Center provides compassionate support to organize and simplify these tasks, giving you the space to mourn and manage your loved one’s affairs with less stress.

Marriage

Congratulations on your marriage! As you blend your lives, it’s crucial to discuss financial strategies and establish a solid foundation, which can strengthen your relationship. We guide newlyweds through the process of setting shared financial goals and creating a strategic plan to achieve them.

Retirement

Congratulations on your marriage! As you blend your lives, it’s crucial to discuss financial strategies and establish a solid foundation, which can strengthen your relationship. We guide newlyweds through the process of setting shared financial goals and creating a strategic plan to achieve them.

Sudden Money

“Sudden money” refers to large, unexpected financial gains from events like inheritances or property sales, and managing such windfalls requires careful planning to align the wealth with your values and goals. We work to have your sudden wealth support your long-term aspirations.

What We Do

The Planning Center is a fee-only financial planning firm that provides a safe place for you to discuss what matters most to you and your family with a team of credentialed financial advisors. In those discussions we’ll talk about a wide range of topics over our working relationships, covering these 8 major areas.

Asset & Debt Management

We help organize and oversee your financial resources and liabilities to help improve your financial health and achieve your long-term financial goals.

Cash Flow & Income Management

Together, we monitor and adjust the inflows and outflows of money to build confidence that financial obligations are met and goals achieved.

Investment Management

Our team crafts personalized investment strategies that align with your financial goals, risk tolerance, and time horizon to foster long-term growth and stability.

Insurance & Benefits Review

We assess your existing policies and coverage to identify any gaps, protection needs, and alignment with your evolving financial objectives.

Estate Planning

Our tailored strategies help to effectively manage and transfer clients’ assets so that their wishes are honored and their loved ones are cared for in the future.

Family & Charitable Giving

We advise our clients how to structure philanthropic and familial gifts to increase impact, while also considering tax implications and financial goals.

Accumulation & Retirement Planning

At The Planning Center, we devise strategic approaches to help you build wealth during your working years so you can live a financially secure retirement.

Tax Planning

Our tax planning seeks to implement ways to minimize tax liabilities and maximize tax efficiency through carefully analyzing income, investments, and potential deductions.

Latest Resource

Advisor’s Corner

The Inheritance Talk: Tips for Those on Both Sides of the Table

Let’s face it: no one actually looks forward to a discussion that touches on the passing of a loved one. Maybe that’s why so many families tend to avoid the topics of inheritance and estate planning....

Trending Resources

Unraveling the Financial Journey of Divorce

Are you facing the challenges of divorce and wondering about the financial implications? In this webinar Michelle Maton, CFP®, EA, CeFT® discusses the intricacies of navigating the financial landscape pre- and post-divorce....

LGBTQ+ Financial Planning: Some Important Considerations

While many important advances have been made in recent years in both the legal and social landscape, LGBTQ+ individuals still face many unique challenges, many of which have financial implications. This means that LGBTQ+ persons, whether single, partnered, or legally...

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Explore Our Nationwide Network of Locations

The Planning Center has locations nationwide, working together to serve clients across the country.

Frequently Asked Questions

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We’d like to meet you!

Schedule a free 15 minute conversation and we’ll spend a few minutes getting to know each other so we can learn if what you are seeking and what we provide are a good fit for each other. If it seems like a fit, we’ll talk about next steps. If we’re not, we’ll help you find the right group for your needs.

Play Video

We’d like to meet you!

Schedule a free 15 minute conversation and we’ll spend a few minutes getting to know each other so we can learn if what you are seeking and what we provide are a good fit for each other. If it seems like a fit, we’ll talk about next steps. If we’re not, we’ll help you find the right group for your needs.

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