How to Monitor Your Investments
By Matt Mercer, Operations Manager If you’re a client of The Planning Center, and we manage any of your financial accounts, you likely have the option to use The Planning Center’s client portal to see many different data points on those accounts. Below is a walkthrough of how to access The Planning Center’s client portal […]
TPC Technology: Secure Electronic Contribution and Distribution of Funds
By Matt Mercer, Operations Manager With a continued focus of sharing more about our technology and processes in 2021, we’d like to share a process that is used quite frequently. One of the most integral ways we work with clients is to help them contribute or distribute funds within their investment accounts. To help go […]
Top Three Ways TPC’s Team Approach Benefits Our Clients
By Andy Baxley, CFP®, CIMA® As you probably know, The Planning Center family has grown significantly in recent years. We now have a team of 26 employees and partners— financial planners, tax experts, and support staff—located in six offices throughout the country. Ultimately, the driving force behind this expansion was to form a group of […]
We Are All in This Together
By Matthew Sivertsen, CFP®, CeFT® 2020 was quite a year for us all at The Planning Center. We have grown stronger as a Company and as individuals during this pandemic. More than ever before, we are focused on and committed to our vision – to serve families like yours across multiple generations. As we cross […]
TPC Technology: Zoom – Thankful for Virtual Meetings with TPC Clients
By Matt Mercer, Operations Manager When The Planning Center made the decision to stop in person client meetings and start working remotely in March, I believe we were as prepared as almost anyone in our industry could have been. Having 6 locations across the country and supporting clients outside of our geographic footprint has mandated […]
TPC Technology: Docusign – Making Paperwork More Secure and Efficient
By Matt Mercer, Operations Manager Our clients often ask us, “Why is there so much paperwork?”. Whether you have worked with us at The Planning Center or other financial planning firms, you’re probably familiar with the amount of paperwork that’s required. Trust me when I say that we know that it can seem like a […]
