Where Faith and Finances Collide
Your money. Your values. Your life. All under one roof.
Guiding You to a Life Well Lived
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.
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.
View Details
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.
View Details
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.
View Details
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
*$500,000 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
Our Process
Ready to start the conversation? Our first-steps process makes it easy.
Schedule
We’ll begin with a discovery call to establish what your needs are and how we can best help you in moving forward.
Commit
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.
Grow 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.
Not ready for a commitment?
Check our our Resource center page for Events, Blog, and more!
Resource CenterChat 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.