Evergreen’s Planning Capabilities
The packages below are available as either one-time plans or on a monthly retainer. We believe Financial Planning is a living plan, and believe our services are best utilized through ongoing planning, however we also offer project-based planning services if that suits your needs better.
Project-Based Planning
Seedling
With initial financial planning questions in mind, we'll help address your concerns as you continue to build your wealth.
Common topics include:
- Risk assessment and investment review
- Retirement planning
- Education planning
- Debt management
Middle-Aged
You may need a more advanced plan implemented in order to promptly address the goals you have in mind.
Together we’ll develop:
- Risk assessment and investment review
- Retirement and education planning
- Investment account tax diversification
- Tax-advantaged investment optimization
- Charitable giving strategies
- Comprehensive financial plan
- Insurance review (homeowners, auto, life, liability umbrella)
Mature
If you’re seeking a more detailed relationship that approaches the entirety of your financial picture, this package may be the best fit for you.
With this, you can expect:
- Risk assessment and investment review
- Retirement and education planning
- Investment account tax diversification
- Tax-advantaged investment optimization
- Charitable giving strategies
- Comprehensive financial plan
- Insurance review (homeowners, auto, life, liability umbrella)
- Unlimited email and phone access
- Quarterly service calendar
- Small business retirement planning
“He shall be like a tree planted by the rivers of water, That brings forth its fruit in its season, Whose leaf also shall not wither; And whatever he does shall prosper.”