The Connect Method™: A Life by Design, Not by Default
At TCP Asset Management, we believe financial planning isn’t just about numbers — it’s about clarity, confidence, and connection. That’s why we’ve developed The Connect Method™, a refined and purposeful process that helps you align your financial decisions with your life’s purpose.
This method brings structure to your planning and purpose to your life — allowing you to align your money with what matters most. Through Connect. Inspire. Serve., we help you shape a vision that’s not only financially sound but personally fulfilling. Our process puts you at the center of every decision, guiding you toward a future that is truly a Life by Design.
The Financial Puzzle: Putting the Pieces Together
At the heart of The Connect Method™ is our Puzzle Wheel, a visual representation of our process that puts every piece of the financial puzzle together and engages every service provider to help your financial picture come into focus. Each piece represents a vital component of your plan, designed to work in harmony:
We Connect
Building deep relationships and understanding your "why"
We Inspire
Helping you see possibilities and define your vision of success
We Serve
Delivering consistent value with clarity and accountability
Your unique plan is built around helping you operate in your zone of excellence — the place where your passion, talent, and contribution intersect. That’s where your energy, income, and impact are maximized — and that’s what we aim to protect and enhance through your plan.
These components work together to provide clarity and confidence as we co-create your comprehensive Life by Design.
Disclaimer: Neither United Planners nor TCP Asset Management provides tax or legal services.
