We are passionate about walking with clients as they move through life’s journey, progressing towards the future with financial freedom and peace of mind.
“At the end of the day people won’t remember what you said or did, they will remember how you made them feel.”
Why choose Unity?
At Unity Financial we use a collaborative approach, taking time to get to know our clients and to form lasting and caring relationships. We are committed to building holistic financial plans that are flexible and adaptable. We will walk in step with you to make sure you have a solid understanding and are able to make educated decisions. Working together to ensure you and your loved ones have financial peace of mind both now and in the future is of utmost importance to us.
We believe an expert delivers the best value when they listen more.
We want what is best for our clients. We believe it paramount to get to know you, to understand where you find yourself in your story, and to help you define where you are headed. We recognize life’s journey is unpredictable, with many forks in the path. We are committed to walking beside you. Together, we will learn and grow, establish transparency and trust, and replace confusion with clarity.
Leadership is best demonstrated in one’s ability to educate another.
A key part of our approach is to take the time to educate our clients. We would never ask you to hand over your finances to our care and blindly follow our advice. We want to walk through the process together, helping you understand our recommendations so you can make informed decisions. We lead when you need us to, but always inform, support, and encourage you in the process.
“The more that you read, the more things you will know. The more that you learn, the more places you’ll go.”
We are passionate about helping people.
Our first goal is to form lasting and caring relationships with our clients. Second, to build holistic financial plans which acknowledge present circumstances, along with short-term, mid-term, and long-term desired outcomes. A good plan needs to be flexible and provide options to help you adapt to the unforeseen. We are committed to leaning into the headwinds and standing strong by your side.
Your peace of mind is important to us.
We are passionate about helping you develop a plan that brings peace of mind both now and in the future. Our desire is to help you steward your resources proactively, minimizing stress and anxiety. When life takes an unexpected turn, you will have an increased capacity to be present in the moment when you are financially prepared.
“Always leave things better than you found them…especially people.”
Dr. Henry Cloud
We are committed to ongoing review and refinement.
Building a financial plan is an important first step towards achieving your goals. A comprehensive plan will help ensure that you feel more on track with your financial goals today. But the real value comes over time from working together to review, rethink, and refine the plan to ensure continued progress. We will track your accomplishments and continually document the next steps to take. Your progress is our focus.
Teamwork begins by building trust.
At Unity Financial, we plan with the end in mind, recognizing it takes a village to move you towards your goals. We desire to walk in step with you and with each other as a team of advisors and support staff. Our conversations are grounded in mutual respect and confidentiality. We want to collaborate with both you and your loved ones. We will work with your accountant, your lawyer, and other professionals who are providing you with expertise. We acknowledge one of our greatest responsibilities is to ensure you are cared for in the future. Our team will be with you every step of the way.
“Coming together is a beginning; keeping together is progress; working together is success.”
What Our Clients Are Saying
“Changing our investments to Unity has been a wise decision. The investments have gained significantly in a few years , which is great for us as we are retired and only earning pension incomes.Ean & Carole R.
Unity has responded quickly to our requests for meetings when we had questions. Our advisor listened carefully and recommended changes when they believed they would be beneficial.
They have have always given us the choice of having the meeting at their office or here in our home, which has been our preference. Our investment knowledge is limited and these meetings have been very relaxed while being informative.”
“In being busy with work and my growing family, I don’t have time to research the best ways to grow our money. Unity has been great in both teaching us what options are available and also helping us craft a long-term strategy to ensure we have money both now and for the future.”Jordan C.
“I am very pleased with my investment progress with Unity. They provide excellent research in market trends and explain this very clearly to me. I feel very secure in decisions on how my investments are spread out as we do it together either at my home or at their office. Since working with Unity my investments have always made money, and after years of hard work this means a lot to me for my retirement years ahead. I highly recommend Unity for your investment needs.”Barb A.