Client Experience

Demonstrate value by providing clients more of what really matters to them

1 Clarity

Offer your clients greater perspective through Financial Life Management and define exactly what they want their money to do.

2 Confidence

Help your clients develop plans that put their money into action with Financial Planning and Investment Management.

3 Control

Give your clients complete insight and control of their financial lives, even as things change.


MoneyMind®

MoneyMind®

This one-of-a-kind, proprietary tool can help you:

  • Identify and understand your clients’ biases towards money
  • Recognize situations in which your clients’ biases drove financial decisions in the past
  • Make better-informed decisions about your clients’ money in the future
  • Help your clients communicate effectively with their loved ones by understanding one another’s MoneyMind®

See Demo

HonestConversations®

This collaborative exercise can help you:

  • Identify and clarify your clients’ personal goals
  • Increase visibility of the trade-offs that come with making financial decisions
  • Gain understanding of the goals and priorities your clients’ loved ones
  • Establish an action plan to prioritize, implement and review your clients’ finances

Discover

HonestConversations®
InvestmentViewfinder

InvestmentViewfinder

Create a customized portfolio by:

  • Facilitating an open and easy dialogue about investments
  • Aligning your clients’ expectations with their investment portfolios based on cost, performance, protection and taxes
  • Underscoring the tradeoffs involved in various investment scenarios
  • Identifying what matters most to your clients

Discover

GuideCenter

This comprehensive suite aggregates all of your clients’ information for complete visibility and financial control.

  • Tracking clients’ investments and portfolios in real-time
  • Providing clients’ access to their net worths, goals, funding scores and targets
  • Allowing communication from anywhere, anytime
  • Storing important financial documents

Discover

GuideCenter
Guidebook

Guidebook

  • Helping clients stay motivated and informed with personalized roadmaps
  • Keeping clients on course with a set of priorities, action plans and measuring devices
  • Gaining “big picture” clarity of clients’ financial lives
  • Developing client confidence with step-by-step support

Discover

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 advisor.

View

Priority Action List
Financial Control 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.

View

MoneyMind®

This one-of-a-kind, proprietary tool can help you:

  • Identify and understand your clients’ biases towards money
  • Recognize situations in which your clients’ biases drove financial decisions in the past
  • Make better-informed decisions about your clients’ money in the future
  • Help your clients communicate effectively with their loved ones by understanding one another’s MoneyMind®

See Demo

MoneyMind®

HonestConversations®

This collaborative exercise can help you:

  • Identify and clarify your clients’ personal goals
  • Increase visibility of the trade-offs that come with making financial decisions
  • Gain understanding of the goals and priorities your clients’ loved ones
  • Establish an action plan to prioritize, implement and review your clients’ finances

Discover

HonestConversations®

InvestmentViewfinder

Create a customized portfolio by:

  • Facilitating an open and easy dialogue about investments
  • Aligning your clients’ expectations with their investment portfolios based on cost, performance, protection and taxes
  • Underscoring the tradeoffs involved in various investment scenarios
  • Identifying what matters most to your clients

Discover

InvestmentViewfinder

GuideCenter

This comprehensive suite aggregates all of your clients’ information for complete visibility and financial control.

  • Tracking clients’ investments and portfolios in real-time
  • Providing clients’ access to their net worths, goals, funding scores and targets
  • Allowing communication from anywhere, anytime
  • Storing important financial documents

Discover

GuideCenter

Guidebook

  • Helping clients stay motivated and informed with personalized roadmaps
  • Keeping clients on course with a set of priorities, action plans and measuring devices
  • Gaining “big picture” clarity of clients’ financial lives
  • Developing client confidence with step-by-step support

Discover

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 advisor.

View

Priority Action List

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.

View

Financial Control Scorecard

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FinLife Partners is a dba of United Capital Financial Advisers, LLC.

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 Index™, and FinLife Partners Powered by United Capital™, United Capital Financial Life Management™, Financial Years of Freedom™) 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.