Where Faith and Finances Collide

Your money. Your values. Your life. All under one roof.

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We provide Christian financial planning services in Montana, Wyoming, Utah, and Idaho.

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

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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
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Most Popular

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
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Best Overall Value

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
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*$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.

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Add 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.


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.

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.

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Not ready for a commitment?

Check our our Resource center page for Events, Blog, and more!

Resource Center

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.
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