Our Planning Process
Our planning process is designed to bring clarity, coordination, and confidence to financial decision-making.
At Unity Financial Planning Group, we follow a structured, ongoing approach that evolves as your life, goals, and priorities change.
A Thoughtful, Ongoing Approach
• Planning-first, not product-driven
• Coordinated across investments, taxes, and retirement
• Designed to adapt as life changes
• Focused on long-term clarity, not short-term noise
Our 4-Step Planning Process
Step 1: Discovery & Alignment
We begin by understanding your goals, priorities, and concerns. This includes reviewing your current financial situation, discussing what matters most to you, and identifying key decisions that may lie ahead.
Step 2: Planning & Strategy Development
Using the information gathered, we develop a comprehensive financial plan tailored to your situation. The plan is designed to coordinate investments, retirement planning, tax considerations, and other key areas into a clear, cohesive strategy.
• Retirement planning
• Investment strategy
• Tax-aware decision-making
• Risk and legacy considerations
Step 3: Implementation & Coordination
Once the plan is in place, we help implement agreed-upon strategies and coordinate with other professionals as needed. This may include working alongside CPAs, attorneys, and other advisors to ensure decisions are aligned and executed thoughtfully.
Step 4: Ongoing Guidance & Review
Financial planning is not a one-time event. We provide ongoing guidance, monitoring, and periodic reviews to ensure your plan remains aligned as your life, goals, and circumstances evolve.
Our Fiduciary Responsibility
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 goals and circumstances.
What You Can Expect
• Clear communication and transparency
• A structured, repeatable planning process
• Ongoing access and guidance
• Decisions grounded in context, not headlines
Our process is designed to help clients make informed decisions with confidence and clarity. If you’d like to learn more about how we work with clients, we invite you to explore further.
Who We Work With
Our planning process is designed to support clients across different stages of life, including:
• Business owners
• High-income professionals
• Pre-retirees preparing for retirement
• Retirees seeking ongoing guidance