Interactive Planning Approach
We help organizations harness the power of AI and analytics to uncover growth opportunities, optimize processes, and improve decision-making.
Our consultants design end-to-end frameworks that merge technology, data strategy, and business goals creating measurable impact across operations.
Predictive Analytics & Forecasting
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.
AI-driven Business Automation
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.
Data Visualization & BI Dashboards
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.
Data Governance & Compliance
Achieving Smarter Outcomes
We convert scattered data into clarity. From predictive modeling to business intelligence, our experts help you translate information into action driving innovation, agility, and measurable growth.
How Our Team Helps You Reach Your Data Goals
Discovery & Audit
We assess your current data systems, identifying opportunities for integration, automation, and insight generation.
Strategy Development
Our team builds a roadmap to unify your data sources and apply AI where it drives the most business value.
Deployment & Integration
We implement analytics tools, dashboards, and automation systems tailored to your business model and KPIs.
Continuous Optimization
We monitor, refine, and scale your data operations ensuring long-term alignment with evolving business needs.
