TPC Featured on The Human Side of Money Podcast

The Planning Center, appeared on a recent episode of The Human Side of Money Podcast with Brendan Frazier. In the episode, we reveal the 3-step process we take clients through to craft a statement of financial purpose. We discuss the importance of having meaningful conversations centered around the client’s values and how we use those conversations to guide the client through difficult financial decisions. Tune into the full podcast to learn more.

Listen to the Full Podcast Here