The Planning Center Twin Cities

At The Planning Center Twin Cities, our fee-only advisors partner with individuals and families to navigate life’s financial complexities with confidence. We provide objective guidance aligned with your vision through collaborative planning and integrated tax expertise.

Connect With Our Twin Cities Office

Reach out to our Twin Cities team to discuss your financial goals and how our forward-looking approach can simplify your financial decision-making. We build powerful relationships working together towards your ideal future.

Meet Our Twin Cities Team

Get to know the experienced team dedicated to your lifelong financial well-being. Our Twin Cities professionals hold themselves accountable to the highest standards of responsibility and care.

Where You’ve Seen Our Experts

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 trusted financial advisors. In those discussions we’ll talk about a wide range of topics over our working relationships, covering these 8 major areas.

Let's Start a Conversation

Take the first step towards simplifying your financial decision-making. Complete the form below and our Twin Cities office will connect with you.

Explore Our Nationwide Network of Locations

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

A Few of Our Affiliations