Financial Planning Dashboard

The Centered Financial Dashboard is where you track your progress. Your work and personal accounts, budget, goal-tracking, and financial plan are all in one place.


Access Your Plan on the Go

Our mobile app allows you to connect with us on your time, whenever and wherever you want.


Centered Financial LLC

701 Palomar Airport Road

Ste. 300

Carlsbad, CA 92011

  • Black Instagram Icon

©2020 by Centered Financial.