Corporate Finance
Your financial modeling for faster, more informed decisions
Are you one of the thousands of equity analysts that spend countless hours on manual “monkey work” when building and updating financial models?
We thoroughly assess your current financial landscape and focus on enabling clients to build financial models quickly and efficiently. Our role is to provide analysts with a robust platform that supports decision-making related to capital strategy and M&A advisory.
Building A New Model
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.
Updating Models
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.
Complete and Comprehensive
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.
Accurate and Auditable
What sets us apart?
Unlike many investment banks and asset managers who rely on outsourced financial analysis and manually created models—both time-consuming and prone to errors—our solution streamlines and automates the modeling process.
Key Differentiators:
Speed: Our platform significantly reduces the time required to build financial models.
Enhanced Accuracy: Automated processes minimize human error, leading to more reliable outputs.
Intelligent Chatbot Support: An integrated chatbot assists clients with limited financial expertise, guiding them to make informed investment decisions with confidence.
How Can Our Team Help You to Reach Your Goals
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.