How Our 3-Part Strategy Is Transforming Lives Well Beyond Money
At Undivided Wealth, we believe that true financial success starts with clarity—clarity about your life, your financial strategies and your investments. That’s why we’ve built our entire approach around one simple yet powerful idea: Your Life Plan, Financial Plan, and Investment Plan should work together as one Undivided Plan.
Our comprehensive planning is centered on your values and life stage. This isn’t just philosophy, it’s a process backed by cutting-edge tools, institutional-grade research, and a commitment to helping you live gain confidence, plus personal and professional fulfillment.
- Life Plan: What’s Most Important to You?
Your life story is your legacy. Whether you’re planning for retirement, building a business, or preparing the next generation, your goals and values shape every financial decision. Our Life Plan process helps you define what truly matters—then we build everything else around it. Through our Undivided Life Stages—like Future Leaders, Next Chapter, and Legacy—we meet you where you and your loved ones are and guide you toward what’s next. Our planning approach addresses the complexities and transitions, plus your worries and joys. From childhood to retirement, the Undivided Life Stage programs provide you with incredible resources and tools.
- Financial Plan: Strategy Meets Purpose
Financial planning is where your life goals meet real-world decisions. Once we know the goals for your life, career and business, a financial plan is created to determine the funding needs to achieve your success. This custom and comprehensive plan will help you save, spend and invest. From retirement income strategies to college savings, insurance coverage to business succession planning, charitable giving to advanced tax strategies, we help you answer the tough questions with confidence. Plus, we coordinate with your accountant, attorney and other trusted advisors for a complete plan. Using our Develop, Navigate, Monitor framework, we align your financial resources with your life plan—stress-testing along the way to prepare for life’s twists and turns.
- Investment Plan: Innovation That Works for You
Investment planning is the fuel within the plan and our Investment Planning Framework shines. Our framework incorporates three uniquely different approaches that are designed to match your specific goals, risk tolerance, and time horizon. First, finding the correct Asset Allocation Model for you. Designed for consistent returns with less volatility, partnering with firms with vast institutional management experience and tools to stress test the risk and return prospects for your portfolio.
Then, for accredited investors, we layer in our Private Market Model through our partnership with iCapital, we offer access to private equity, credit, and real estate—once reserved for institutions. With diversified portfolios (Income, Balanced, Growth), you can pursue higher returns with lower volatility on a risk-adjusted basis.
Then, as we strive to be the next generation of wealth management, we have developed our GTM Model (Growth, Technology & Momentum). Built for forward-thinking investors, this model captures innovation through technology and growth focused investments where we utilize cutting edge resources to analyze the companies positioned for the future.
Each model is actively monitored, reviewed quarterly, and aligned with your personal goals because money is a tool, not the destination.
Why It Matters
When your Life Plan, Financial Plan, and Investment Plan are aligned, you gain more than just financial clarity, you gain peace of mind. You know your portfolio reflects your values, your strategy consistently adapts to change, and your future is being built with purpose.
That’s the power of an Undivided Plan.
Transforming lives well beyond money.
