Making tradeoffs
among these Financial Control Factors is the key to achieving a balance that’s right
for you:
- Spending on the lifestyle level of your choice
- Saving money for investments
- Timing when you want events to occur
- Balancing risk to select your optimal exposure
- Defining the assets you want to leave as legacy
Live Your One Best Financial Lifesm
Your circumstances, needs and desires are constantly changing. A United Capital financial adviser can assist you in making the choices that help you achieve your one best financial life. Our methodology offers a unique approach to making important financial decisions and provides you with complete financial control. It empowers you with a clear understanding of how each financial choice you face may impact your financial future, as well as your current lifestyle.
At the core of our methodology is the The Financial Control Scorecard® (FCS® ) (Financial Control Scorecard®, or FCS® powered by Financeware® and Morningstar®). Designed to increase your confidence in each decision, your customized FCS® illustrates the probability of reaching your aspirations based upon your current financial status by clearly defining the future impact of each financial decision you make.
To learn more about the Financial Control Scorecard®, contact a qualified United Capital Financial Adviser using our Adviser Directory.