Financial Planing

At Finovate, we excel in creating personalized financial plans that cater to the distinct needs of each client.

OUR PHILOSOPHY

How Our Financial Process Works

We believe smart financial planning is built on deep understanding, honest advice, and ongoing support. Our method combines data analysis, real-time collaboration, and expert recommendations to keep you financially strong at every stage of life.

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 Responsibility

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.

Goal-Based Recommendations

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.

Preparing For Your Future

Achieving Your Vision

Whether you’re just starting your financial journey or restructuring mid-way, our plans are designed to help you make informed decisions, avoid financial pitfalls, and secure your future with confidence.

Our 4-Step Roadmap to Financial Success

From Discovery to Delivery — A Journey That Makes You In Control

Deep Discovery

We listen — really listen — to your financial story, lifestyle, values, and goals.

Clarity Session

A structured one-on-one to outline your financial gaps, strengths, and direction.

Strategy Blueprint

We craft a step-by-step roadmap with timelines, targets, and risk management.

Execution & Monitoring

We assist in implementing the strategy with tools, support, and regular check-ins.

Testimonials

See What Our Clients Are Saying

4.9

Google reviews

“I hired Finovate for a small project & was very happy. He not only answered all my questions, but he didn’t treat me like a “small project”.
I was very satisfied & would recommend.”

Rebecca Roy

H&N – CEO & President

“Finovate has been instrumental in our growth. Their team took the time to truly understand our needs and helped us eliminate inefficiencies.”

Carlos Martines

MEX – CEO

“Partnering with Finovate was a game-changer for us. They took the time to understand our challenges and helped us streamline our operations for success.”

Kate Smith

Swirl – CEO & President

Why us?

You’ll Know What

You’re Getting Builds Wealth Steps to Take Next

We are Transparent Like that. No Gimmicks.