Christian Financial Planning
Where Faith and Finances Collide.
Your money and your values—financial planning made easy.
Your Financial Journey Starts Now
Finances can be a dreaded word for most, filled with technical jargon and lasting confusion. Finding the time to focus on your family, spend time in the great outdoors, nurture your faith, and grow a career feels overwhelming. And planning to leave a legacy you’re proud of? This can feel impossible.
At Evergreen Financial Group, our financial advisors’ goal is to simplify your money and align it with your vision. Here’s how.
Fee-Only Financial Planning for Life’s
Many Adventures
Get Started
Seedling
Starting at $1250
With initial planning questions in mind, we’ll help address your concerns as you begin your financial journey.
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Get Started
A one-time engagement including all of the following:
- Risk Assessment and Investment Review
- Basic Retirement Analysis
- Tax Planning Snapshot and Action Items
- Debt Management
- Option to upgrade to Growing Package
Most Popular
Growing
Starting at $1250 Per Quarter
During this phase of life you have many different goals, values, and concerns – and they all feel like a priority. We’re here to help.
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Get Started
An ongoing engagement including everything from Seedling plus:
- Goal Identification & Prioritization
- Advanced Retirement Analysis
- Social Security Optimization
- Cash Flow Analysis
- Advanced Tax Planning Strategies
- Roth Conversions
- RMD Strategies
- Charitable Giving
- Insurance Optimization
- Automatic Upgrade to Established Package at $500k
Investment Management
Our investment management services help you steward existing assets and grow your wealth. Our management services include:
- Risk Assessment & Current Portfolio Review
- Routine Rebalancing
- Low-Cost, Tax Efficient Investments
- Flexibility with Existing Investments
- Customized Performance Reporting
- Professional, Third Party, Independent Research
Best Overall Value
Established
% of Assets Under Management
During this phase of life we can help with complex tax planning, retirement planning, and helping you build a legacy you’re
proud of.
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Includes everything from
Get Started
Includes everything from
Growing plus:
- Access to More Sophisticated Investment Strategies
- Tax Advantaged Account Optimization
- Flexibility with Embedded Gains/Legacy Positions
- Pricing deducted directly from Investment Accounts
- Account Consolidation
Investment Management
Our investment management services help you steward existing assets and grow your wealth. Our management services include:
- Risk Assessment & Current Portfolio Review
- Routine Rebalancing
- Low-Cost, Tax Efficient Investments
- Flexibility with Existing Investments
- Customized Performance Reporting
- Professional, Third Party, Independent Research
*$400,000 minimum. See AUM schedule here.
Fee Calculator
Use the following calculator for an estimate of your expected annual fee. We will explain the details and exact fee in our initial Discovery Call.
Contact UsAdd your Current Assets in Total Value with no punctuation (i.e. enter 250000 for $250,000).
This is an estimate (which is often within a ballpark spot), consult with our team for a more comprehensive assessment.
“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
From Plan to Prosperity:
Our Process
Something as sensitive as your finances should be left in trustworthy hands. At Evergreen, it’s our moral obligation to make sure you’re always in the know and that starts with our process. Here’s what you can expect:
Discovery Call
We want to meet you! Our Discovery Call will be all about how we can help you. There is no one-size-fits-all to your financial success which is why each plan is perfectly tailored to you.
Commit
Once we get to know each other, we can decide if there’s a mutual fit. We want to be as transparent as possible which is why we carefully assess whether we could be a good solution for your financial needs.
Flourish
Here comes the exciting part—our financial advisors work on a strategy to help you meet your financial goals!
Why Choose Evergreen: Value-Driven Financial Guidance
We believe that our moral standards are just as important as our services—here are our values:
Meaningful Relationships
The typical client-advisor relationship lacks depth; we’d like to change and redefine this narrative with meaningful interactions.
Wise Stewardship
By aligning your daily cash flow with your values, we help you build a financial life that helps you live out your faith and support the community you love.
Integrity
When dealing with something as sensitive as money, integrity is a necessity; “But those who desire to be rich fall into temptation and a snare… for the love of money is a root of all kinds of evil.” 1 Timothy 6:9-10
Not ready for a commitment?
We get it, your finances are important and can’t be left to just anyone. Check out our resource center to learn more about who we are.
Resource Center
Take Control of Your Finances with Evergreen Financial Group
Our team is ready to tailor a detailed plan to you! Invest in your future with our financial planning services now and reap the benefits sooner. We can’t wait to meet you.
Chat With A Financial Advisor Today
No matter what season you’re in, our financial advisors can help. We have experience in planning, investing, retirement, debt management, insurance review and more.