Interactive Planning Approach
We thoroughly assess your current financial landscape, taking into account both short- and long-term objectives, family dynamics, and evolving priorities. Our dedicated team supports you through every stage of the planning process and significant life milestones.
Fee Only Financial Planning
We operate on a fee-only basis, charging solely for our time and expertise. This model eliminates any commission-based conflicts, 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 every recommendation we make is based on what’s best for you, not for us. Our fiduciary duty ensures you receive advice that is unbiased.
Professionals Only, No Salespeople
Every advisor at United Financial Planning Group proudly holds the prestigious CERTIFIED FINANCIAL PLANNER™, ensuring that every recommendation is made solely in your best interest. We are committed to transparency and integrity — never selling products or earning commissions, but focusing 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 collaborates with you to identify your retirement goals and crafts a tailored, comprehensive strategy to help you achieve them with confidence.
How Our Experts Help You Achieve Your Financial Goals
Understanding Your Vision
We begin with a relaxed, no-pressure conversation to learn about your unique financial dreams, priorities, and challenges. This initial chat helps us tailor our approach to suit you perfectly.
Gathering Your Financial Picture
Next, we dive deeper to collect important details about your income, spending habits, assets, and any current investments. This comprehensive view allows us to create a plan that fits your lifestyle and aspirations.
Crafting Your Custom Plan
Our team analyzes your information and develops a clear, step-by-step financial roadmap designed specifically for you. We’ll review this together, making sure it feels realistic and achievable.
Putting Your Plan Into Action
We roll up our sleeves and help implement your plan. Whether it’s adjusting investments, setting up savings, or managing budgets, we stay involved and keep you informed every step of the way.
