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compliance isn’t some oppressive corporate barrier - it’s the standard that allows our mission to grow. It protects everything we’re building.

core planning is rooted in trust, transparency, and stewardship. Our compliance program exists to safeguard those values. We believe that doing the right thing is the most powerful business strategy.

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Each of us has a sacred role to play in upholding the integrity of our mission and protecting the clients who trust us.

your role

Being part of core planning means you’re both empowered and accountable. Compliance isn’t something that happens to you—it’s something you actively participate in. Whether it’s using approved tools, following procedures for new vendors, documenting client activity, or keeping current on monthly certifications, your actions have ripple effects.

When you speak up, when you ask questions, when you catch something and raise your hand—you’re doing the work of keeping this culture strong. You are the front line and the foundation.

our philosophy

We built our Trust-Based compliance program with intention:

• To be transparent, not transactional
• To be proactive, not punitive
• To evolve with the world, not resist it

We use modern systems like Hadrius to simplify oversight, document processes, and automate certifications—but human intention still drives everything.

We want to make the right thing the easy thing.