Goals Archives – The Planning Center

By Matthew Sivertsen, CFP® Being stewards of the growth of our “net worth” combines many elements. One of the main more

by Dr. William “Marty” Martin Reflect on the days when you had more than enough money to pay your bills. more

by Dr. William “Marty” Martin Life is lived in the present. Though memories take us back to the past, so more

by Andrew Sivertsen, CFP® Summer is over. We can either lament its loss or look forward into the future with more

By Amber Miller, CFP® Imagine Suzie: she’s a young professional with a promising career she loves. Suzie has a significant more

What if there was a way to eliminate the pain of monthly tracking and keep the peace of mind that more

The new year brings a sense of urgency to make changes in our lives and become better than we were more

Putting Money in the Context of Life Financial Life Planning is a holistic process that will help you to clarify more

An advisor’s role includes dealing with your clients’ behaviors, and helping them understand how their behavior will be a determining more

I love complex processes. I really do. There’s just something about the intricacies of a large spreadsheet that can really more