Jude Boudreaux, Julia Davis Featured in Gambit Article

The Planning Center’s Jude Boudreaux and Julia Davis were featured in Gambit, highlighting the importance of honest financial conversations before marriage and offering practical tips to make them more approachable.

Michelle Maton Featured in Chicago Tribune Article

Michelle Maton, CFP®, EA, CeFT®, Senior Financial Planner at The Planning Center, was featured in the Chicago Tribune discussing the pros and cons of “test driving” retirement. Learn how this approach can help you assess readiness while understanding its limitations.

FA’s 2025 RIA Survey & Ranking Top 250

The Planning Center is proud to be recognized in Financial Advisor magazine’s 2025 RIA Survey and Ranking. This honor reflects the dedication of our team and the trust our clients place in us as they navigate life’s financial transitions.

Jude Boudreaux Featured in Forbes Interview

Jude Boudreaux, CFP®, Senior Financial Planner at The Planning Center, was recently interviewed for a Forbes article discussing initial steps to assist new widows in managing their finances.

Jude Boudreaux Featured in CNBC Article

Jude Boudreaux, CFP®, Senior Financial Planner at The Planning Center, was recently featured in a CNBC article that discussed building a financial to-do list for 2025.