What’s most important to you? When your plan is focused on your goals, dreams and aspirations, life planning takes financial and investment planning to a deeper — and more personal — level. The Undivided Life Cycle is designed to meet you at your current phase of life. By understanding what is most important to you, we can provide the support expertise and guidance to help you accomplish what really matters to you and your family.

    Where are you in the Undivided Life Cycle?

    Future Leaders

    Growth mindset, skillset development, career concepts, financial responsibility.

    University

    Our personalized and transformational "E4" program. We provide exception insight and real time experiential learning during each college year.

    Emerging Leaders

    Personal and professional discovery, business perspective, career planning and networking.

    Legacy Project

    The impact and experiences you create with your family and friends is how you will be remembered.

    Next Chapter

    Retire with a plan for meaningful living and giving.

    Learning, Living and Leading

    Life balance and family development, strategic career & business planning.

    Future Leaders

    Growth mindset, skillset development, career concepts, financial responsibility.

    University

    Our personalized and transformational "E4" program. We provide exception insight and real time experiential learning during each college year.

    Emerging Leaders

    Personal and professional discovery, business perspective, career planning and networking.

    Legacy Project

    The impact and experiences you create with your family and friends is how you will be remembered.

    Next Chapter

    Retire with a plan for meaningful living and giving.

    Learning, Living and Leading

    Life balance and family development, strategic career & business planning.

    Live an Undivided Life

    Undivided Life Cycle Programs

    • Are your children or grandchildren preparing for a life of opportunity? – Future Leaders / Emerging Leaders
    • How are you designing the life you want? – Life Plan
    • Are you planning for your “next chapter” in life? – Next Chapter
    • Are you maximizing all that is possible in your retirement years? – Next Chapter
    • Would you like to design and define your own legacy? – Legacy Project

    Your life story is the greatest legacy that you will leave to your family and friends. The Undivided Life Cycle will provide you and your loved ones with the tools, resources and insight necessary to help you live an exceptional life.

    When you combine your life plan, your financial plan and your investment plan, you have an Undivided Plan.

    What is most important to you?

    The very first step we take with everyone of our clients is to have a sound understanding of what is most important to them. Every client’s answer is different, and therefore every Undivided Plan is unique to our client’s goals. Start your Undivided Plan today by telling us a little bit about what you are hoping to accomplish in life, business, your career and/or your family. Our goal is to demonstrate to you from the beginning that our process has been designed to meet your goals and that conversation always starts off with us having a better understanding of who you are, what you want to accomplish and what is most important to you.