Our Fiduciary Commitment
As a fiduciary, Unity Financial Planning is legally and ethically committed to acting in our clients’ best interests. This commitment guides every recommendation we make and every strategy we help implement.
What It Means to Be a Fiduciary
Being a fiduciary means we are required to place our clients’ interests ahead of our own.
We provide advice based on what we believe is appropriate for each client’s unique situation — not on commissions, incentives, or product sales.
How Our Fiduciary Commitment Impacts Our Advice
• Recommendations are based on your goals, circumstances, and priorities
• Advice is planning-driven, not product-driven
• Conflicts of interest are minimized and disclosed when they exist
• Strategies are designed with long-term outcomes in mind
• Guidance evolves as your life and goals change
What We Do Not Do
• We do not receive commissions when trading securities
• We do not sell financial products as a primary business
• We do not make recommendations based on incentives or quotas
• We do not prioritize short-term outcomes over long-term planning
Transparency and Ongoing Communication
• We believe transparency is essential to a successful advisory relationship.
• We clearly explain our recommendations, how we are compensated, and how decisions fit into your
broader financial plan.
• Clients are encouraged to ask questions and stay engaged throughout the planning process.
Working Alongside Other Professionals
As part of our fiduciary responsibility, we often collaborate with our clients’ CPAs, attorneys, and other professionals.
This coordination helps ensure financial strategies are aligned and decisions are made with a complete understanding of the full picture.
Our fiduciary commitment is foundational to how we serve clients.
It reflects our belief that long-term relationships are built on trust, clarity, and accountability.