The Planning Center Chicago

The Planning Center Chicago works with many successful individuals and families who are growing wealth, building on life’s successes, or thriving in retirement. Our Chicago team offers specialties as diverse as the city, including executives, university professionals, women in transition, and the LGBTQ+ communities.

Connect With Our Chicago Office

Get in touch with our Chicago team to discuss your goals and how our forward-looking approach can simplify your financial decision-making. We build powerful relationships by working together towards your best life.

Meet Our Chicago Team

Our experienced Chicago advisors hold themselves accountable to acting as fiduciaries in your best interests. Meet the professionals committed to providing objective guidance through life’s transitions.

Where You’ve Seen Our Team

Where You’ve Seen Our Team

What We Do

The Planning Center is a fee-only financial planning firm that provides a safe place for you to discuss what matters most to you and your family with a team of trusted financial advisors. In those discussions we’ll talk about a wide range of topics over our working relationships, covering these 8 major areas.

Let's Start a Conversation

Take the first step towards simplifying your financial decision-making. Complete the form below and our Chicago office will connect with you.

Explore Our Nationwide Network of Locations

The Planning Center has locations nationwide, working together to serve clients across the country.

We’d like to meet you!

Schedule a free 15 minute conversation and we’ll spend a few minutes getting to know each other so we can learn if what you are seeking and what we provide are a good fit for each other. If it seems like a fit, we’ll talk about next steps. If we’re not, we’ll help you find the right group for your needs.

We’d like to meet you!

Schedule a free 15 minute conversation and we’ll spend a few minutes getting to know each other so we can learn if what you are seeking and what we provide are a good fit for each other. If it seems like a fit, we’ll talk about next steps. If we’re not, we’ll help you find the right group for your needs.

A Few of Our Affiliations