The Planning Center
Guide Score: 28/100
Chicago Fee-Only Financial Planning Firm
Verified April 18, 2026
Need an accounting firm in the Chicago area? The Planning Center can be reached at 3126644090 or via their website for consultations.
How We Scored The Planning Center
- Google Rating
- N/A/5 → 0/25 pts
- Review Volume
- 0 reviews → 0/15 pts
- Credentials
- CPA, EA, CFP, MBA → 10/20 pts
- Press Recognition
- 5 mentions → 5/15 pts
- Web Presence
- 6/10 pts
- Experience
- N/A → 0/10 pts
- Profile Completeness
- 7/5 pts
Key facts
- Based in
- Chicago, IL
- Address
- 303 W Erie St Ste 311
- Website
- https://www.theplanningcenter.com/location/chicago-il-financial-planners/
- Phone
- 3126644090
- clientservices@theplanningcenter.com
- Certifications
- CPA
- EA
- CFP
- MBA
Press mentions
Frequently asked questions
- What services does The Planning Center offer?
- The Planning Center's specific services are not yet catalogued in our directory. Review the firm's website at https://www.theplanningcenter.com/location/chicago-il-financial-planners/ or contact the firm directly for their current service offerings.
- What credentials does The Planning Center hold?
- The Planning Center holds the following credentials: CPA, EA, CFP, MBA. These are verified against public professional registries.
- Where is The Planning Center located and what areas do they serve?
- The Planning Center is based in Chicago, IL. Their broader service area is not published; confirm with the firm before engaging for work outside the metro.
- How do I contact The Planning Center?
- To engage The Planning Center: Visit https://www.theplanningcenter.com/location/chicago-il-financial-planners/ to review their services, or call 3126644090, or email clientservices@theplanningcenter.com. Most firms ask about the scope of services needed, timeline, and budget range before scheduling a consultation.