AI Accelerator
Transform Your Business with the Verdas AI Accelerator
Designed for forward-thinking leaders in the SME sector. If you’re a C-level executive, VP, director, or responsible for AI implementation and driven by innovation, this program is for you.
Schedule a Call 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.
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.
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.
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.
College planningIncome optimization
Current cash flow needs
Customized asset allocation
Necessary insurance protection
Preparing For Your Future
Achieving Your Vision
Planning for retirement is essential to your long-term financial well-being. At Finovate, our experienced team collaborates with you to identify your retirement goals and crafts a tailored, comprehensive strategy to help you achieve them with confidence.
Our Modules
How Can Our Course Helps You to Reach Your Company Goals
While we provide a structured framework, our course modules are customized to address the unique challenges and opportunities within your industry, empowering your company to achieve its specific objectives.
01
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.
02
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.
03
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.
04
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.
Free ConsultationTestimonials
See What Our Clients Are Saying
Read All Testimonials4.9
Google reviews
“I hired Finovate for a small project & was very happy. He not only answered all my questions, but he didn’t treat me like a “small project”.
I was very satisfied & would recommend.”
Rebecca Roy
H&N; – CEO & President
“Finovate has been instrumental in our growth. Their team took the time to truly understand our needs and helped us eliminate inefficiencies.”
Carlos Martines
MEX – CEO
“Partnering with Finovate was a game-changer for us. They took the time to understand our challenges and helped us streamline our operations for success.”
Kate Smith
Swirl – CEO & President
“I hired Finovate for a small project & was very happy. He not only answered all my questions, but he didn't treat me like a "small project".
I was very satisfied & would recommend.”
Rebecca Roy
H&N; – CEO & President
“Finovate has been instrumental in our growth. Their team took the time to truly understand our needs and helped us eliminate inefficiencies."
Carlos Martines
MEX – CEO
"Partnering with Finovate was a game-changer for us. They took the time to understand our challenges and helped us streamline our operations for success."
Kate Smith
Swirl – CEO & President
Your Trainers
Our trainers aren't just academics; they're seasoned practitioners who understand the practical application of AI and how to maximize your return on investment
Your Trainer
Dr. Allison Fisher
Allison is a seasoned leader and educator with a passion for agile learning and ethical AI and over 20 years of expertise in leadership, curriculum design, instruction, and building and scaling training programs. After spending 15 years in academia as a university professor and Dean, she transitioned to the field of AI, working with clients to integrate AI applications into education programs, and then as the Head of AI Academy, building an AI Academy from scratch in 18 months, resulting in large-scale training initiatives for renowned companies.
Dr. Fisher’s steadfast commitment to ethical AI and transformative education positions her as a dedicated advocate in shaping the future of technology.
Your Trainer
Dr. Denise Vandeweijer
Denise is a distinguished alumnus of TU Munich with a background in Mechanical Engineering, later pursued a PhD in Information Systems, enriching her academic repertoire. Her professional journey boasts a decade at BMW, where she played a pivotal role in pioneering autonomous driving initiatives.
After a noteworthy 3-year tenure as the Director of AI Solutions and Projects, Dr. Denise Vandeweijer transitioned into entrepreneurship. As a serial founder in the AI domain, she has consistently pushed the boundaries of what’s possible, emphasizing an “AI-first” approach. Her passion for merging engineering with artificial intelligence makes Dr. Denise Vandeweijer a key figure in the AI industry.
Dr. Fisher’s steadfast commitment to ethical AI and transformative education positions her as a dedicated advocate in shaping the future of technology.