The Planning Center
The Planning Center (TPC) is first and foremost a financial planning firm, widely respected for practicing grounded philosophies. In addition, The Planning Center's processes are backed by academic research in financial planning, investment management, and behavioral science. It is our intention to customize each client's financial plan according to his or her values, goals and circumstances. Over time, the advisor-client relationship becomes opportunities for personal growth, as well as financial strength. TPC's proprietary approach blends both life and money decisions and continually works to develop both financial security and true peace of mind.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.