What is it?
Honest Conversations® is a unique exercise created by United Capital which utilizes a series of cards along with an open, honest dialogue with your financial adviser. We will walk you through a series of color-coded cards based on fears, commitments and happiness. You will prioritize your cards and discuss why you chose them and how you feel about them. Couples and families will each self-identify their own set of cards, giving each person “a voice,” which is most often not the case. Once the cards are prioritized, you will discover what type of Money Mind you have and why you make the decisions you do. Your adviser will discuss them in detail and help to identify if you are on course to meet your goals and map out a process to achieve them.
What is Your Money Mind™?
The way you make financial decisions determines your entire life and every financial decision we make is based on your preconceived way of thinking. As a product of an honest discussion and determining how you prioritize your cards you will learn what category you fall into, which we call your Money Mind™. Through this process your adviser will help you understand how your Money Mind™ stops you from making the best financial decisions you can.
How it Helps
Most other firms strictly focus on investments. We focus on you and your goals. We assist by helping you make informed and objective decisions about your entire financial life. Our process will forever change the way you interact with your financial adviser and open the lines of communication around financial discussions in your life.
