Circle Financial Planning, Inc. is an Indianapolis-based wealth management firm offering personalized guidance for people at every stage of life. Its approach brings together the different parts of a client’s financial life, combining boutique care with institutional insight. The firm works to understand where clients are today, clarify where they want to go, and help guide them toward their goals through thoughtful, ongoing planning.

Circle’s services include wealth coaching, retirement and investment planning, tax and insurance planning, estate planning, personal finance education, and planning for life-cycle events. Its Holistic Functional Model places clients and their advisor at the center of the process and emphasizes coordination with other professional advisers, helping align financial decisions and avoid overlooking important details. Circle aims to provide clarity and support so clients can make confident decisions and feel less stress about their money.

The firm is located on Allison Pointe Trail in Indianapolis and serves clients through Money Concepts-related financial professionals.