Where Faith and Finances Collide
Your money. Your values. Your life. All under one roof.
Your money. Your values. Your life. All under one roof.
In today’s fast-paced world, your to-do list feels endless.
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? Impossible.
That’s where Evergreen Financial Group comes in.
Starting at $1250
With initial planning questions in mind, we’ll help address your concerns as you begin your financial journey.
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.
% 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.
*$400,000 minimum. See AUM schedule here.
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.”
Ready to start the conversation? Our first-steps process makes it easy.
We’ll begin with a discovery call to establish what your needs are and how we can best help you in moving forward.
Upon getting to know each other and sharing the scope of our services, we’ll determine if there’s a mutual fit and agreement to work together.
Lastly, we’ll complete the necessary steps and paperwork to begin developing your financial plan and strategies.
Let’s get started today. We can’t wait to learn more about your unique goals and values.
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