The Planning Center Iowa City

At The Planning Center Iowa City, our fee-only advisors seek to deeply understand your life’s vision in order to align your wealth decisions. Through objective guidance and continuous learning, we navigate life’s financial complexities together.

Connect With Our Iowa City Office

Reach out to our Iowa City team to discuss your goals as a business owner, professional/executive, or going through a life transition. We build powerful relationships by collaborating towards your ideal future.

Meet Our Iowa City Team

Get to know the experienced professionals dedicated to your lifelong financial well-being. Our Iowa City team holds themselves accountable, acting as fiduciaries and providing forward-looking guidance.

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 Iowa City office will connect with you.

Send Us a Message

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