Not just search.
Strategy in action.
Because the right hire changes everything.
The Persuit Precision Path™
Amanda’s proprietary methodology-designed not just to fill roles, but to engineer outcomes. Every step aligns leadership decisions with your business ambition.
1. Probe with Purpose
We ask bold, clarifying questions -often the ones no one else will -to uncover the real business need beneath the brief.
2. Pinpoint with Precision
We define success through sharp, business-aligned profiles -so every candidate is a growth catalyst, not a compromise.
3. Place with Foresight
We match for impact, not just fit -bringing forward leaders who transform, not just perform.
The 3C Advantage: How We Deliver the Edge
Clarity
See what truly matters
We cut through noise with sharp insight that reframes the challenge and focuses on what matters most.
CHALLENGE
Think sharper decide better
We gently but directly challenge default thinking -ensuring decisions are strategic, not just safe.
Care
Lead with trust deliver with heart
Our work is never transactional. It’s high-touch, thoughtful, and built for long-term impact.
The 3C Advantage:
How We Deliver the Edge
Care - Lead with trust deliver with heart
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.
Clarity - See what really matters.
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.
Challenge - Think sharper decide better.
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.
See What Our Clients Are Saying
Achieving Your Vision
Planning for retirement is essential to your long-term financial well-being. At Finovate, our experienced team collaborates with you to identify your retirement goals and crafts a tailored, comprehensive strategy to help you achieve them with confidence.