Our financial planning process starts with your story.
Let’s look at the bigger picture together so you can more confidently Live Your Plan™
Center Stage
To kick-start 2026, Lauren Adams, CFA®, CFP® and Tim Wyman, CFP®, JD, want to wish you all a Happy New Year! Plus, give you some brief updates on what the past year has looked like at The Center and what's to come.
Re-watch our Pre-Retirement Healthcare seminar to learn more about what your options for healthcare might be if you’re retired or planning to retire before age 65.
Re-watch our Navigating the Medicare Maze seminar to learn more about all of your Medicare options and the enrollment processes.
We Wrote a Book
We’re officially authors! We can’t wait to share this exciting journey with you! Stay updated on the latest news about our new book.
Who We Serve
We now have two locations for your convenience in both Southfield and Brighton!
Your Center Team
LOOKING FOR A TEAM YOU CAN TRUST?
Look no further for a company that puts your interests first! We understand you want to do your due diligence. Here is our checklist for finding a trustworthy advisor.
Resources
Financial Planning Resources
Money Centered Blog
Webinar Replays
Recognition
Community Involvement
Humble Design
Capuchin Soup Kitchen
Michigan Personal Finance Challenge
Learn more about The Center’s commitment to community service.
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