“We uncomplicate the complicated” – Marty Kurtz, Founder, CFP®
We believe that all financial decisions are emotional decisions, and in order to make more effective decisions, everyone needs 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 for you 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 would like to have.
Over time, your needs will evolve. The transitions you experience in life--marriage and family, wealth accumulation,your career--require an evolving perspective on priorities, strategies and goals. We incorporate this growth into our plan. We can analyze your situation and help manage your financial options to keep you organized and on course. Whatever stage of life you are in, we have the tools and knowledge to support you every step of the way.
Our financial planning process begins with you. We'll organize your current financial situation and set expectations and goals unique to your perspectives and wishes. With this shared understanding, we can discuss strategies and tactics to achieve your goals together.