Financial Life Management


Money is just fuel for living the life you want, and living richly means something different for each person.

Financial Life Management is a proven way to help ensure your money serves you and not the other way around. It’s an entire wealth management system designed to help you navigate life’s uncertainties in a way that’s best for you.

Financial Life Management will change the way you think about money—one decision at a time.

 

Understand What’s Important to You

Gaining clarity about your intentions and commitments is the first step to living the life you want. Our digital discovery process helps you clearly articulate your intentions, goals, preferences, and priorities.

Implement Your Plan

Once we gain a clear understanding of what you want your money to achieve, we create a customized plan that we measure, track, and update as your life changes.

Engage on Your Terms

Goals change. Resources change. Markets change. Making sound financial decisions along the way is fundamental to living a great life. Together with your advisor, you have the power to navigate life’s course corrections with personalized roadmaps and support.

 

 

 

MoneyMind® helps you understand how you and your loved ones relate to money.

Understanding your biases around spending, saving, and planning is the first step to making clearer, smarter choices that connect your financial life to the life you want to live.

  • Uncover your strengths and challenges with finances.
  • Capture profound insights for discussion with your loved ones.
  • Analyze spending, saving, and planning tendencies.

FIND YOUR MONEYMIND

 

The HonestConversations® exercise helps focus you on the intersection between what matters to you and what you can control.

It also gives you the opportunity to get on the same page with your loved ones about your financial goals and intentions.

  • Identify and clarify your intentions, motivations, and goals.
  • Discuss the trade-offs around decisions and priorities.
  • Use scoring to track and update progress on priorities.

 

 

 

 

The Investment Viewfinder℠ helps you identify your investing preferences, so your advisor can customize your portfolio to align with your financial plan.

  • Facilitate an open dialogue about investments.
  • Track investment expectations on cost, performance, protection, and taxes.
  • Identify gaps in your existing investment portfolio using integrated Morningstar© APIs.

United Capital Financial Advisers, LLC is not affiliated with Ausdal Financial Partners or Clarity Group Midwest. All names, logos, and slogans identifying United Capital and United Capital’s products and services (including, without limitation, HonestConversations®, MoneyMind®, FinLife®, Financial Control Scorecard®, Live Richly℠, We Help You Live Richly℠, Helping People Live Richly®, One Best Financial Life®, Ideal Life Index®, GuideCenter®, InvestmentViewfinder℠, United Capital Financial Life Management®, and 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.