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Long-Term Solutions 

To Withstand Life’s Transitions

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.

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Project-Based Planning

$1,200 - $3,500



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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

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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)

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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


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Interested in Hourly Planning?


Your needs may only require hourly services, which our team offers at a rate of $225 - $375 per hour. If you’re interested in learning more, contact us to get started.


“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.” 

- Psalm 1:3


No Matter What Season You’re In

Contact Us to Align Your Financial Picture

Let’s Begin