Founded in 1998, The Planning Center uses proven strategies and the latest technology as we serve as guides, working with clients to analyze, design and implement a sound financial plan. Our processes are backed by academic research in financial planning, investment management, and behavioral science. While serving as advisors, we operate with a fiduciary level of care and it is our intention to align each client's financial plan with their values, goals and individual circumstances.

We believe the financial planning process is the most effective catalyst for change in a person's financial life. Over the years, we have found that our clients seek out The Planning Center for the following:

• A safe environment to talk about money
• A filter against the noise and chaos of the financial markets
• Direction and implementation of complex, inter-related planning strategies
• Objectivity and perspective regarding their situation
• A guide in helping create choices and making decisions
• The meaning of their money

Our proprietary process examines both the technical and emotional aspects of the client's finances. It is designed to blend values and beliefs with reality to bring understanding to their financial lives. Each plan is driven by unique needs, goals and concerns. This ongoing process of developing a financial plan involves a series of dialogues that build upon one another and are designed to be altered as needed. Beginning with an initial plan, the process evolves as we work together towards the client's objectives.

We offer two pricing models to meet the varying needs of those looking for professional financial advice. The fee for our services can be calculated either as a percentage of the client's investment portfolio, or using a formula applied to a combination of the client's net worth and income.

President-Elect of FPA in 2010

FPA® Board Member from 2008 - 2010

FPA® Board Member from 1998 - 2000

CFP® Chaired the Board of Professional Review - 2005

CFP® Board of Professional Review - Member from 2001 - 2004

Founded First Step Cash Management in 2007

Board Member of Money Quotient

Has been quoted in the Wall Street Journal, Journal of Financial Planning, Business Week, Mutual Fund Magazine, and others.

The February 23, 2009 issue of Business Week magazine featured Marty Kurtz as one of the 4 financial planners considered "time-tested advisers" in Lauren Young and Karyn McCormack’s article entitled "INVESTING – Advice From Seasoned Financial Hands". To select advisors for the article, Business Week sought a recommendation from the Paladin Registry, which ranks advisors for individual investors. The Paladin Registry’s database lists more than 1,000 advisers, who must be independent, have a clean compliance record and be compensated by client fees, not commissions on products.