Tools & Technologies

Our tools provide a unique digital discovery process to help us gain an understanding of what’s most important to you.

What we learn together helps us create and adapt an individualized financial life plan that helps you live the life you want today and into your future!

Moneymind®

MoneyMind® helps you understand how you and your loved ones relate to money.

Understanding your biases around spending, saving, and planning is the first step to making clearer, smarter choices that connect your financial life to the life you want to live.

  • Uncover your strengths and challenges with finances
  • Capture profound insights for discussion with your loved ones
  • Analyze spending, saving, and planning tendencies

 

Honest Conversations®

The Honest Conversations® exercise helps focus you on the intersection between what matters to you and what you can control.

It also gives you the opportunity to get on the same page with your loved ones about your financial goals and intentions.

  • Identify and clarify your intentions, motivations, and goals
  • Discuss the trade-offs around decisions and priorities
  • Use scoring to track and update progress on priorities

Investment VIewfinder℠

The Investment Viewfinder℠ helps you identify your investing preferences, so your advisor can customize your portfolio to align with your financial plan.

  • Facilitate an open dialogue about investments
  • Track investment expectations on cost, performance, protection, and taxes
  • Identify gaps in your existing investment portfolio using integrated Morningstar® APIs

Financial Control Scorecard®

Financial Control Scorecard® helps answer 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

Priority Action List

Your advisor creates your Priority Action List from your Honest Conversations® 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

LifePrint® GuideCenter®

LifePrint® GuideCenter® is a dynamic, easy-to-use online portal that helps you engage with your advisor to manage your financial life anywhere, anytime. It allows you to take charge through life’s changes with complete visibility and total control—no matter how complex life can become.

Access, store, and share all of your financial information in one place including accounts, portfolios, and goals.

  • View your complete financial life in real time from any device
  • Communicate with your advisor 24/7 through email and our proprietary VideoMessenger tool

Guidebook

GuideBook is a modern approach to summarizing your financial life priorities, investment portfolios, and goal-based action plan in one place. It’s a consolidated summary of your entire financial life—with step-by-step support to keep you informed, engaged, and motivated. As your priorities change and your financial plan adapts, GuideBook can help you stay on track with your goals.

  • Summarize your priorities, portfolios, and action plan
  • Access a modern, magazine-quality financial document

 

*Legal Disclosure:

United Capital Financial Advisers, LLC is not affiliated with Second Opinion Partners.

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.

 

Second Opinion Partners