Implement Your Plan

Once we gain a clear understanding of what you want your money to achieve, we create a customized plan, then measure, track, and update it as your life changes. 



Client Centered

Know Where You Stand

Financial Control Scorecard® answers the question "Where do I stand financially today?". This provides valuable insight about whether your current savings and investments align with your spending and goals, so that your advisor can evaluate if a course correction is necessary.

  • See if you are on track to meeting your financial goals.
  • View your funding score, so you know where you stand at all times.



Client Centered

Prioritize Your Objectives

Your advisor creates your Priority Action List from your HonestConversations® exercise results. Your Priority Action List identifies the parts of your life that affect your financial goals and gives you a disciplined plan to address each item.

  • Track where you stand towards achieving your goals.
  • Measure your progress on outstanding action items.

Legal Disclosure:

United Capital Financial Advisers, LLC d/b/a Goldman Sachs Personal Financial Management (“GS PFM”) is a registered investment adviser and an affiliate of Goldman Sachs & Co. LLC and subsidiary of The Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management, and financial services organization.

GS PFM is not affiliated with Haydel, Biel & Associates.

All names, logos, and slogans identifying United Capital and United Capital’s products and services (including, without limitation, HonestConversations®, MoneyMind®, FinLife®, Financial Control Scorecard®, Live RichlySM, We Help You Live RichlySM, Helping People Live Richly®, One Best Financial Life®, Ideal Life Index®, GuideCenter®, InvestmentViewfinderSM, United Capital Financial Life Management®, and Financial Years of FreedomSM) are trademarks and service marks or registered trademarks and service marks of United Capital or its affiliates in the United States and/or other countries.

© 2020 United Capital Financial Advisers, LLC, a Goldman Sachs Company d/b/a Goldman Sachs Personal Financial Management. All Rights Reserved.