UAM is confident they can help you, whatever your future goal. To better understand your circumstances and financial goals, UAM will run a discovery session either in person or remotely depending on your preference. This allows UAM to gather all relevant information about you to develop your financial landscape. From this first session, the team will build your Documented Financial Plan and present a series of recommendations. Every six to 12 months, UAM will review your financial plan to ensure you stay on track to achieving your goals.