Interactive Planning Approach
We thoroughly assess your current financial situation, taking into account both short- and long-term goals, family dynamics, and changing priorities. Our dedicated team supports you through every stage of the planning process and major life events.
Fee-Only Financial Planning
We operate on a fee-only basis, charging solely for our time and expertise. This model eliminates any conflicts of interest arising from commissions, aligning our success directly with your financial progress.
Fiduciary Financial Planning
As fiduciaries, we are legally obligated to prioritize your financial well-being above all else. This means that every recommendation we make is based on what’s best for you, not for us. Our fiduciary duty ensures that you receive unbiased advice.
Professionals Only, No Salespeople
Every advisor at United Financial Planning Group proudly holds the prestigious CERTIFIED FINANCIAL PLANNER™ designation, ensuring that every recommendation is made solely in your best interest. We are committed to transparency and integrity—we never sell products or earn commissions, but focus entirely on delivering unbiased financial guidance tailored to your goals.
Achieving Your Vision
Planning for retirement is essential to your long-term financial well-being. At Finovate, our experienced team works with you to identify your retirement goals and develops a customized, comprehensive strategy to help you achieve them with confidence.
How Can Our Team Help You Achieve Your Goals
Getting to Know You
Schedule a 30-minute call with one of our professionals to discuss your goals and how we can help. During this phone or Zoom call, we’ll also tell you about who we are and our process.
Organized Meeting
Meet with our team to gather the necessary information for your financial plan. We’ll discuss your finances, lifestyle, and goals, including investments, assets, expenses, and income.
Schedule a Meeting
Our advisor will present your personalized financial plan, ensuring it aligns with your evolving needs and goals, and provide clear steps to help you achieve your financial objectives.
Implementation
Your advisor will send you a copy of your plan along with a list of actionable recommendations. We’ll implement and manage these, keeping you updated.
