Financial Life Management

Living the Life You Want

What you talk about is not what most advisors talk to you about. At United Capital, our advisors believe it’s not just about money—it’s about your entire life. Money is just fuel for living the life you want. That’s why we’ve reinvented wealth management—so that money serves you and not the other way around.

United Capital Financial Life Management follows a simple, three-step process:

3 Steps to Living the Life You Want


Understand What’s Important to You

Our proprietary MoneyMind® tool helps you understand your relationship with money by articulating your motivations, goals, and biases. Our advisors work to open lines of communication between you and the ones you love with our HonestConversations® exercise, so that you can make more informed, intentional financial decisions together.

Implement Your Plan

Once your advisor has a clear understanding of what you want your money to accomplish, we help identify the trade-offs you are willing to make to achieve the life you want to live. Utilizing our Planning Resources software and best-in-breed investment managers, your advisor creates a financial plan that aligns with your priorities. Together, we measure, track, and update that plan as your life changes through our Financial Control Scorecard®.

Engage on Your Terms

Our advisors believe that success comes when you engage regularly with your financial plan. Our collaborative tools like VideoMessenger and GuideCenter allow you to interact with your advisor and their entire team at your fingertips, 24/7.
Financial Life Management orders money around your goals and intentions to help you live richly. Because when you can make conscious choices and informed decisions, you can live the life you want.

Our Financial Life Management Tools

Learn more about the proprietary tools and practices our advisors use to deliver financial life guidance:

MoneyMind®

Uncover your biases around spending, saving, and planning.

FIND YOUR MONEYMIND.

HonestConversations®

Articulate your motivations, goals, and intentions—and get on the same page with your loved ones.

LEARN MORE ABOUT HONESTCONVERSATIONS.

Priority Action List

Track progress against your plan and tasks assigned to you and your advisor.

LEARN MORE ABOUT PRIORITY ACTION LIST.

Financial Control Scorecard®

Track the progress you are making toward meeting your financial goals.

SEE HOW YOU CAN TAKE CONTROL.

GuideCenter

Manage your entire financial life on your terms. View your results at any time.

SEE HOW GUIDECENTER WORKS.

GuideBook

An on-demand summary of your priorities, portfolios, and action plan in one place.

VIEW A GUIDEBOOK.

Our Services

We provide the following services to help you live richly:

High Net Worth

Significant wealth requires careful, collaborative planning. We’ll help you preserve, create, and transfer your wealth—with a focus on your ideal life.

SEE OUR SIGNATURE SERVICES.

Advising Corporate Employees

Most of us know retirement will happen, but we might not give it much thought. We work with corporate employees to create personalized investment strategies for the retirement you deserve.

LEARN MORE ABOUT OUR SERVICES.

Insurance Planning (UCRM)

Insurance shouldn’t just be a backup plan. Discover all of the ways we integrate insurance into our planning process to maximize its benefits and improve your financial life.

LEARN MORE ABOUT MAXIMIZING INSURANCE.

Retirement Program Consulting

The PFE Group helps plan sponsors operate qualified and non-qualified retirement plans, providing investment counsel to more than 65 plans totaling more than $7.8 billion in plan assets.

LEARN MORE ABOUT OUR SERVICES.

Speak with an advisor about your financial life.

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