Project Design & Management
Delivering structure, speed, and measurable results from concept to completion.
Structure Drives Success We Build It In From Day One.
Our Solutions
Agile Project Design & Execution
We architect scalable project plans tailored to your vision, and use agile frameworks to keep your team flexible, focused, and on track.
- Project scoping & stakeholder analysis
- Adaptive planning & sprints
- Rapid prototyping & implementation
- Real-time progress dashboards
PMO Setup, Automation & Governance
We set up robust Project Management Offices (PMOs) to centralize control, automate reporting, and ensure decision-makers stay aligned.
- PMO structure & process design
- Automation tools (e.g., dashboards, alerts)
- KPI alignment & governance frameworks
- Team onboarding & documentation
Risk Management & Impact Assessment
We proactively identify, track, and manage project risks—while building systems that measure and report real-world impact.
- Risk registry & mitigation plans
- Strategic alignment reviews
- Social impact frameworks (for donors/NGOs)
- Monitoring, Evaluation, & Learning (MEL) tools
Project Intelligence & Performance Tracking
Our real-time intelligence layer gives stakeholders a clear view into performance, gaps, and course corrections—powered by data.
- Custom performance scorecards
- Live dashboards for donor/funder reporting
- Insight loops & adaptive recommendations
- End-to-end reporting & documentation
Execution You Can Count On
See What Our Clients Are Saying
Let’s Design, Manage, and Deliver your Next Big Project.
From digital transformation to national programs. We offer the systems, leadership, and intelligence to get it done.
Interactive Planning Approach
We thoroughly assess your current financial landscape, taking into account both short- and long-term objectives, family dynamics, and evolving priorities. Our dedicated team supports you through every stage of the planning process and significant life milestones.
Fee Only Financial Planning
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.
Fiduciary Financial Planning
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.
Professionals Only, No Salespeople
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.
How Can Our Team Help You to Reach Your Goals
Learning About You
Schedule a 30-minute call with our professional to discuss your goals and how we can help. This phone or Zoom call also outlines who we are and our process.
Organized Meeting
Meet with our team to gather the necessary data for your Financial Plan. We’ll discuss your finances, lifestyle, and goals, including investments, assets, expenses, and income.
Plan Meeting
Our advisor will present your personalized financial plan, ensuring it aligns with your evolving needs and goals, and provide clear steps to help you reach your financial objectives.
Implementation
Your advisor will send a copy of your plan with an actionable list of recommendations. We’ll implement and manage these, keeping you updated.