WE ARE IN A FIGHT TO BRING TRUTH, UNDERSTANDING AND DISCIPLINE TO THE CHOICES PEOPLE MAKE EVERY DAY. That’s our mission. We accomplish that by

  • Understanding what money really means to you
  • Charting and prioritizing your entire financial life
  • Tracking your goals and identifying changes to keep you on track
  • Having an action plan to prioritize, implement, document and review your finances
  • Ensuring you have ongoing guidance and reporting details so you’re always aware of where you stand
Through this journey into wealth management, you’ll gain a better understanding of your approach to financial decision-making, learn what matters most to you, and receive guidance to help you make necessary trade-offs for the best possible financial outcome.

OUR PROCESS

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MONEY MIND® ANALYZER

Understand what money really means to you.
Before you embark on your financial plan, our Money Mind Analyzer provides essential perspective on the way you feel about money and how your biases affect your decision making.
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HONEST CONVERSATIONS®

What matters to you?
Most of us have never taken the time to clearly articulate what matters most with our money and what we want it to do for our lifetimes. That all changes here at United Capital. Identify and prioritize your entire financial life.
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FINANCIAL CONTROL SCORECARD®

Provides clarity to meet your goals.
We work together to match your financial aspirations with your current resources. We help you make objective and smart trade-offs to maximize the financial life you can lead. As your life changes, we work together to keep you on track and improving.
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YOUR GUIDEBOOK

How do you get where you want to go?
Having complete information and objective analysis is not enough. Once you’ve made key decisions, you need to put them into motion. Having a Guidebook helps you plan to prioritize, implement, document and review your personalized financial life.
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INVESTMENT PORTFOLIO

What’s important to you, how to track your plan, and ultimately, putting your money to work.
Once we understand what is important to you, we work with you to track your plan. Two measures are the Ideal Life Index™ and the Financial Years of Freedom™. The Ideal Life Index is a benchmark that you establish to attempt to track how closely you are to living your ideal life. And, because enjoying retirement is a key goal, we’ve created the Financial Years of Freedom measure, which estimates the number of years you can live without needing additional income.

We also believe there are more ways than one to put your money to work by investing to reach your goals, and what matters is how comfortable you feel about how you are investing. When you have the right portfolio for you, sticking to your investment plan is a lot easier.
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We know that having discipline in the way you make choices is the secret to being truly successful in your life. Our unique process is designed to give you:

  • Clarity about what it is you want your money to do for you
  • Confidence that it will actually happen
  • Control to know what changes need to be made along the way

Life is unpredictable. The way you make decisions about it shouldn’t be.

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