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.
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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.
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.
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.
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.
College planning
Income optimization
Current cash flow needs
Customized asset allocation
Necessary insurance protection
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
01
Deep Discovery
We listen — really listen — to your financial story, lifestyle, values, and goals.
02
Clarity Session
A structured one-on-one to outline your financial gaps, strengths, and direction.
03
Strategy Blueprint
We craft a step-by-step roadmap with timelines, targets, and risk management.
04
Execution & Monitoring
We assist in implementing the strategy with tools, support, and regular check-ins.
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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
“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