Undivided Life Cycle
Meeting you exactly where you are.
Our planning approach embraces the current phase of your life. And, the life stages of those you love.
From childhood to retirement, the Undivided Life Cycle programs provide you with incredible resources and tools.
Significant multi-generational planning.
A deeply personal & beautifully connected life experience.
Undivided is relentlessly committed to the well-being of our clients and their families. Our team understands the delight and challenge of transitioning through a lifetime. At each life stage, an individual requires critical knowledge, a plan and compassionate support. Undivided provides tailored resources and events for every generation.
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Future Leaders (age 5-18 years)
Preparing the next generation of leaders & investors. Supporting your efforts in developing the financial, personal & professional mindset of your children & grandchildren.
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University (age 18-22 years)
Our personalized approach centers on a building block for each year of college. Applicable knowledge & real time experiences creates a roadmap for your children’s & grandchildren’s careers.
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Emerging Leaders (age 22-35 years)
Helping you design an exceptional life & build an extraordinary career. Access to a personalized plan, insights & collaborative community so your initial years build a strong foundation.
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Live, Learn & Lead (age 35-55 years)
Serving you through life’s complexities - family development, strategic career & business planning and personal goals.
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Next Chapter (age 55-70 years)
Helping you prepare well & live well in retirement. Assisting you in creating a meaningful & successful plan based on your desires.
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Legacy (age 70+ years)
Your life story is your greatest legacy. We assist you in planning & sharing your impact for a life of beautiful remembrance.