Knowing our clients and seeing their big picture means we can plan with confidence. Everyone comes to us at a different point in their lives, with unique circumstances, priorities, and goals.
We view each financial situation through multiple lenses. This holistic approach shines a light on opportunities that may have otherwise gone undetected. It is how we make a meaningful difference to our clients’ financial pictures.
Before diving into details, we need to get to know each other. Our first meeting together is an opportunity for potential clients to learn more about Unified – who we are, what we do, and how we do it. It also allows us to speak with them about their personal goals and values, and what is most important to them in a financial planning partnership. This discovery meeting is all about finding out whether we’re a good fit for each other.
We may not be the right firm for everyone, but we can provide exceptional value to those who share our principles and embrace our process.