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.