FAITH. FAMILY. LEGACY.
fee-only Financial Planning for christian

Outdoor Enthusiasts

In the rocky mountain region

FAITH. FAMILY. LEGACY.
fee-only Financial Planning for Christian Outdoor Enthusiasts

In the rocky mountain region

Start My Journey
Tim Bauer, CFP, CAP, is the founder and financial planner of Evergreen Financial Group.

Tim Bauer, CFP®, CAP®

Founder | Financial Planner

Growing up in the Bible Belt of Oklahoma, I was a pastor’s kid in the church who witnessed firsthand the complexities that coincide with the day-to-day ministry, family raising and hours spent furthering the message of the Word of God. 

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In this powerful guide, you’ll learn:

  1. The three most commonly used charitable giving vehicles
  2. How to identify which strategy is most suitable for your situation
  3. How to coordinate more than one strategy to achieve maximum potential

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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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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.

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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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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

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