About Unity Financial Planning Group
Who We Are
Unity Financial Planning Group is an independent financial planning firm focused on helping individuals, families, and business owners navigate complex financial decisions with clarity and confidence.
We provide comprehensive financial planning and investment guidance designed to evolve as our clients’ lives, goals, and priorities change.
Why We Exist
We believe financial planning should provide clarity, not confusion.
Our firm was built around the idea that thoughtful planning, coordination, and long-term guidance help clients make better decisions across every stage of life. Rather than focusing on transactions or short-term outcomes, we emphasize planning that supports long-term confidence.
Our Planning Philosophy
Our approach to financial planning is grounded in coordination and transparency. We believe the most effective plans consider the full financial picture, including retirement, investments, taxes, estate considerations, and risk management. Planning is not a one-time event, but an ongoing process that adapts as life changes.
• Planning-first, not product-driven
• Long-term perspective
• Ongoing guidance and collaboration
• Decisions grounded in context, not headlines
How We Work With Clients
We work with clients through a structured planning process designed to bring clarity and confidence to financial decision-making.
Our relationships are built around understanding goals, creating coordinated strategies, and providing ongoing guidance as circumstances evolve.
Our Fiduciary Commitment
As a fiduciary, we are committed to acting in our clients’ best interests.
This responsibility guides every recommendation we make and ensures advice is aligned with each client’s unique situation and goals.
Who We Serve
We work with clients across different stages of life, including:
• Business owners
• High-income professionals
• Pre-retirees preparing for retirement
• Retirees seeking ongoing guidance
Our Team
Our team is made up of experienced professionals who work collaboratively to support our clients. We value long-term relationships, thoughtful planning, and clear communication.
At Unity Financial Planning Group, we believe strong financial decisions are built on clarity, coordination, and trust. We are committed to providing guidance that supports our clients through every stage of life.