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Our Process

Build a plan that works for you

When it comes to financial planning, we use an approach that starts with you and what you want your life to be. Once we know your priorities, we translate them into goals that align with your intentions. Because your objectives will often require adjustments along the way. it is important for us to have flexibility in our process, so we can always quickly adapt to change when needed and ensure you are making informed decisions.

The 3-Step System To Help You Life The Life You Want

1. Understand What’s Important to You
Gaining clarity about your intentions and commitments is the first step toward making sure your money can support the life you want. Our process is a proven, engaging system that helps you clearly identify your priorities and biases, so you can make informed, intentional financial decisions. Once we know what you value, together we’ll create a plan to help achieve what really matters to you-not in some distant future, but right now.


2. Implement Your Plan
Once we have a clear understanding of what you want your money to achieve, we help identify the trade-offs you are willing to make and the necessary resources to help achieve your ideal life. From there, we create a financial plan that aligns with your priorities and offers a consolidated view of your financial life. Together, we measure, track, and update that plan as your life changes.


3. Engage on Your Terms
It's not enough to have a great plan in place. Success comes when you engage with that plan and track its progress to achieve your goals and stay aligned with your intentions. Together, we'll create a dynamic, personalized action plan with access to collaborative tools that give you the answers you need, when you need them. Our system gives you the ability to connect with your advisor and their entire team at the click of a button - 24/7.


All names, logos, and slogans identifying United Capital and United Capital’s products and services (including, without limitation, Honest Conversations®, Money Mind®, FinLife®, FlexScore®, Financial Control Scorecard®, FCS®, One Best Financial Life®, United Capital Private Wealth Counseling®, Ideal Life IndexSM, and FinLife Partners Powered by United CapitalSM, United Capital Financial Life ManagementSM, Financial Years of FreedomSM) are trademarks and service marks or registered trademarks and service marks of United Capital or its affiliates in the United States and/or other countries. FinLife Partners is a dba of United Capital Financial Advisers, LLC (“United Capital”). United Capital, LPL Financial and My 360 Wealth are separate and unrelated companies.

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