The Planning Center is a Chicago-based company that believes money management is based on two components—rational thinking and emotional intelligence. To reflect this, and certainly fill a niche in the market's approach to finance, the brand has based its practice on psychological principles. The company's "goal is to help [consumers] make better decisions as [they] navigate life's transitions."
The Planning Center's financial management process begins with the customer. The company organizes one's current financial situation and sets expectations and goals, with respect to the user's unique perspectives and wishes. Thereafter, a discussion opens up about the best strategies and tactics one can utilize to achieve the desired outcome.
The Planning Center operates on an independent fee-only fiduciary model.
Image Credit: The Planning Center