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

We can’t wait to see you on the road! Stay tuned for our book tour schedule coming to a city near you.