Founded in 1998, The Planning Center (TPC) is a financial planning firm where we serve as a guide in helping you make decisions and changes in your financial life. Your relationship with us will become an opportunity for personal growth and financial strength, as we help you develop financial security and peace of mind.

Based on conversations with our clients, they sought us out for:

•  A safe place to talk about money
• A group of experienced professionals who genuinely care about our clients
• Well-thought out planning strategies
• Financial education for themselves and their families
• Effective communication
• Organization and simplification of finances

The Planning Center offers two main service programs named The Capstone Wealth Program™ and The Cornerstone Program™.  Their names are derived from the TPC Approach to financial planning.

The Capstone Wealth Program™ is The Planning Center's comprehensive and holistic wealth management service. The program is designed to examine your entire financial picture and blend both financial and life conversations.

The Cornerstone Program™ was created to provide unbiased and conflict-free advice on the fundamentals of financial planning. This program is designed to teach and monitor the fundamental components of financial management.

Divorce Planning is for those who need help understanding the financial factors involved in divorce settlements.

Matthew Sivertsen joined The Planning Center in April 2003, and currently is one of the on staff financial planners and a partner in the firm.