---
title: "Center for Financial Planning - Reviews, Revenue and Downloads in United States | Apple App Store"
description: "This app provides an intuitive financial dashboard of your finances, document vault, interactive reports, budgeting tools and more – all in a secure and easy to use mobile app.	  TOP FEATURES •	Intera"
---

# Center for Financial Planning — United States

![Center for Financial Planning App Icon](https://is1-ssl.mzstatic.com/image/thumb/Purple116/v4/53/56/e4/5356e448-baa7-bc9f-4c61-f3d6568e359d/AppIcon-0-0-1x_U007emarketing-0-0-0-7-0-0-sRGB-0-0-0-GLES2_U002c0-512MB-85-220-0-0.png/400x400bb.png)

**Developer:** [Center for Financial Planning, Inc.®](https://apptail.io/developer/center-for-financial-planning-inc-azLd)
**Category:** Finance
**Rating:** N/A (0 ratings)
**Price:** Free
**Bundle ID:** com.centerfinancialplan.mobile
**Store:** Apple App Store
**Country:** United States
**Version:** 2.0.1170361 (released 2023-12-22)
**Original Release:** 2018-09-07

**App Store Link:** [Download on Apple App Store](https://apps.apple.com/us/app/app/id1434460839)
**AppTail Page:** [https://apptail.io/app/center-for-financial-planning-bsPj/united-states](https://apptail.io/app/center-for-financial-planning-bsPj/united-states)

## Center for Financial Planning Description
This app provides an intuitive financial dashboard of your finances, document vault, interactive reports, budgeting tools and more – all in a secure and easy to use mobile app.	

TOP FEATURES
•	Interactive dashboard showing you your complete financial picture.
•	Dynamic reports with current investment information.
•	Document vault for securely sending and receiving files with your financial advisor.
•	And more!

## Center for Financial Planning Screenshots
- [Screenshot 1](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource124/v4/9f/50/d3/9f50d3b1-69f7-13fb-1424-6faf58eabe2b/34003e61-f29b-4f54-a14f-45ddfd146b95_6.5_U0027_U0027Phone2iOS-1242x2688.png/1242x2688.png)
- [Screenshot 2](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource114/v4/ff/a9/8d/ffa98dfc-c2a7-c40b-2595-095cfb4c5856/abd8b621-72d2-404f-9db9-92c2137a6a6a_6.5_U0027_U0027Phone3iOS-1242x2688.png/1242x2688.png)
- [Screenshot 3](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource114/v4/12/cf/10/12cf10d9-4680-d03a-1ed1-e99db0a58b91/45f44f79-e598-41dc-b57f-d457ed26474b_6.5_U0027_U0027Phone3iOS-1242x2688.png/1242x2688.png)






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---

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