We Wrote A Book!
Achieving Confidence Through Financial Planning
At Center for Financial Planning, Inc., “financial planning” isn’t just in our name—it’s in our DNA. This book reveals the tools and mindset we use every day to help people like you navigate life’s financial journey with confidence and ease.
Book Overview
Celebrating 40 years of service, Finding Your Center is a practical guide to financial planning, written by our lead advisors to share decades of expertise. Covering key areas like retirement, investments, tax strategies, and estate planning, the book blends actionable advice with relatable fictional stories. It’s more than a guide—it’s designed to be a roadmap to financial confidence for years to come.
Why We Wrote It
We didn’t write this book to become bestselling authors—we love our day jobs too much. Instead, we wrote it for those who haven’t yet experienced the transformative power of true financial planning. Many either go it alone as the stakes rise or work with advisors who only manage their money without addressing critical elements like tax strategies, estate planning, Social Security options, or family dynamics. This book is our outstretched hand to those who deserve to be seen, understood, and supported by a professional they can trust.
You deserve to be Centered!
Book Events
You’re Invited to a Special 3-Part Retirement Readiness Series - designed specifically for individuals ages 58–62 who want to retire with clarity and confidence.
Event 1: Book Panel Discussion
May 13th, 2025 | Brighton, MI | 6 - 7:30pm
Event 2: “How Do I Protect My Financial Plan?”
May 21st, 2025 | Brighton, MI | 6 - 7pm
Event 3: “Am I Saving Enough for Retirement?”
May 22nd, 2025 | Brighton, MI | 6 - 7pm
Author Insights
To complement the book, we’ve launched a YouTube series, Author Insights, where we share one key financial tip from each chapter. Whether you’ve read the book or not, these bite-sized insights will help you and your loved ones take small but meaningful steps toward financial confidence.
Resources
We are excited to bring you a collection of complementary resources designed to help you take action on the strategies outlined in Finding Your Center. We hope to be your “go-to” for practical financial planning support.
Check back soon for updates!
Related Blogs
Coming Soon!