Interactive Planning Approach
We thoroughly assess your current financial landscape, taking into account both short- and long-term objectives, family dynamics, and evolving priorities. Our dedicated team supports you through every stage of the planning process and significant life milestones.
Fee Only Financial Planning
We operate on a fee-only basis, charging solely for our time and expertise. This model eliminates any commission-based conflicts, aligning our success directly with your financial progress.
Fiduciary Financial Planning
As fiduciaries, we are legally obligated to prioritize your financial well-being above all else. This means every recommendation we make is based on what’s best for you, not for us. Our fiduciary duty ensures you receive advice that is unbiased.
Professionals Only, No Salespeople
Every advisor at United Financial Planning Group proudly holds the prestigious CERTIFIED FINANCIAL PLANNER™, ensuring that every recommendation is made solely in your best interest. We are committed to transparency and integrity — never selling products or earning commissions, but focusing entirely on delivering unbiased financial guidance tailored to your goals.
Understanding how users think, interact, and navigate digital experiences
Every successful digital experience begins with understanding people – how they think, behave, decide, and interact within real-world scenarios.
At Inunent, we do not rely on assumptions. We use research-driven thinking to guide product direction, simplify complex workflows, and align business objectives with genuine user needs.
Our approach combines research, behavioural insights, product analysis and stakeholder alignment to identify expectations, friction points, and opportunities to create experiences that feel intuitive from the very first interaction.
Services across research, usability, and product experiences
User Journey
Mapping
UX Audits & Usability Reviews
Behavioural & Interaction Analysis
Product Discovery Workshops
Stakeholder Alignment Sessions
Workflow Evaluation & Optimization
Information Architecture Planning
Research-Driven Design Strategy
Helping teams make informed product, design, and experience decisions
Learning About You
Schedule a 30-minute call with our professional to discuss your goals and how we can help. This phone or Zoom call also outlines who we are and our process.
Organized Meeting
Meet with our team to gather the necessary data for your Financial Plan. We’ll discuss your finances, lifestyle, and goals, including investments, assets, expenses, and income.
Plan Meeting
Our advisor will present your personalized financial plan, ensuring it aligns with your evolving needs and goals, and provide clear steps to help you reach your financial objectives.
Implementation
Your advisor will send a copy of your plan with an actionable list of recommendations. We’ll implement and manage these, keeping you updated.
New Product
Development
Product Improvement & Optimization
Redesign & Modernization Initiatives
Complex Enterprise Environments
See What Our Clients Are Saying
