Digital Client Experience

“Clients that have been through our discovery process have more clarity on how their money impacts their lives.”

Joe Duran
CEO and Founder of United Capital

Contact us to get started







Planning Tools Based on 3 Client Questions

What do you want your life to be like?

Do you have the resources to live the life you want?

Are you prepared for life’s surprises?

Money Mind®

The Money Mind® Analyzer provides an essential perspective on how biases can affect decision-making. It helps you identify and understand your dominant Money Mind® to make better, more informed decisions in the future.

Honest Conversations®

Personal values and goals should inform your financial choices. The Honest Conversations® exercise employs cards to help you prioritize goals and make tradeoffs.

honestconvo
investementviewfinder

Investment Viewfinder

The Investment Viewfinder exercise underscores the trade-offs involved in various investment scenarios. It also facilitates an open and easy dialogue with your adviser to examine your expectations regarding your investment portfolio.

Guidecenter

Since financial guidance doesn’t end once your plan is created, the GuideCenter allows you to access information whenever you want, so you can track your goals against market fluctuations, life changes or spending decisions.

guidebook

The Guidebook

To help you make important decisions and then put them into motion, you must have a clear and organized approach. The Guidebook is a comprehensive plan, developed specifically for you, to ensure that your money will allow you to lead the life you want to live.

Priority Action List

A Priority Action List is a clear and accessible tracking mechanism that helps you to measure and accomplish goals. The List details specific action items which are reviewed for progress between you and your adviser.

pal
scorecard

Financial Control Scorecard

The Financial Control Scorecard tracks your resources and goals against life’s ongoing changes. It helps you to make objective and smart trade-offs in order to keep your money working toward the life you want to lead.

Money Mind®

The Money Mind® Analyzer provides an essential perspective on how biases can affect decision-making. It helps you identify and understand your dominant Money Mind® to make better, more informed decisions in the future.

moneymind

Honest Conversations®

Personal values and goals should inform your financial choices. The Honest Conversations® exercise employs cards to help you prioritize goals and make tradeoffs.

honestconvo

Investment Viewfinder

The Investment Viewfinder exercise underscores the trade-offs involved in various investment scenarios. It also facilitates an open and easy dialogue with your adviser to examine your expectations regarding your investment portfolio.

investementviewfinder

The Guidebook

To help you make important decisions and then put them into motion, you must have a clear and organized approach. The Guidebook is a comprehensive plan, developed specifically for you, to ensure that your money will allow you to lead the life you want to live.

guidebook

Priority Action List

A Priority Action List is a clear and accessible tracking mechanism that helps you to measure and accomplish goals. The List details specific action items which are reviewed for progress between you and your adviser.

pal

Financial Control Scorecard

The Financial Control Scorecard tracks your resources and goals against life’s ongoing changes. It helps you to make objective and smart trade-offs in order to keep your money working toward the life you want to lead.

scorecard

Are you ready to start a conversation?

Let's Get Connected
Back to Top
Twitter
LinkedIn
Blog
Contact Us
Visit United Capital