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3126644090 303 West Erie Street, Suite 311, Chicago, IL 60654

The Planning Center - Introduction

The Planning Center is a financial planning firm working with people across all stages of life. TPC is widely respected for practicing grounded philosophies that 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 your values, goals, and circumstances specific to their lives. Over time, your advisor-client relationship becomes an opportunity for both personal growth and financial strength. Our proprietary approach uses both life and money conversations to continuously develop a path to build both financial security and true peace of mind.

Products & Services

  • Financial Service

    The Planning Center is a financial planning firm working with people across all stages of life. TPC is widely respected for practicing grounded philosophies that 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 your values, goals, and circumstances specific to their lives. Over time, your advisor-client relationship becomes an opportunity for both personal growth and financial strength. Our proprietary approach uses both life and money conversations to continuously develop a path to build both financial security and true peace of mind.

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