New Orleans Office | The Planning Center

New Orleans

Our New Orleans office opened in 2017 when Upperline Financial Planning merged with The Planning Center. H. Jude Boudreaux, CFP® more

Twin Cities

The Twin cities office was originally established as Sessions Financial, a multi-generational planning firm, back in 1975 and merged with more

Fresno

The Planning Center’s office in Fresno is located in the Palm Bluffs area in Northwest Fresno. The firm’s local roots trace more

Chicago

Our Chicago office opened in 2015 when Aequus Wealth Management Resources merged with The Planning Center. But the team has more

Quad Cities | The Planning Center

Quad Cities

The Planning Center opened its doors in the Quad Cities in 1998 and is currently located in the renovated W.T. more