Financial Planning

Give your money meaning.
Evergreen is Everything Wealth

It takes time and expertise to make informed investment decisions, manage your financial assets, and plan for the future.

Wealth is about more than money and has different meanings for everyone.

For some, it’s about living life on your own terms. For others, it’s about knowing your family has security. And, of course, it’s about creating a legacy that aligns with your values.

Tell us, what does wealth mean to you? 

Building a resilient future

Evergreen’s collaborative approach to financial planning is less about checking a box and more about…

“Ensuring my legacy will live on to pay for my grandson’s tuition at UW.”

“Reassurance that I will be okay to go on the month-long European vacation I’ve dreamed about and still be able to retire despite my divorce.”

“Transitioning into a retirement community in Arizona knowing we can enjoy this stage of life without a worry.”

“Taking the leap of faith to start my own company knowing that this bet on myself won’t bankrupt my family life.”

Financial fulfillment looks different for everyone

Whether you have goals around financial freedom, philanthropy, or building a family legacy, it is our mission to understand your objectives on a personal level and help you translate that into a plan that stands the test of time.

Your Planning partner
As you move through the various stages of your life, your priorities change, and that means your financial focus will, too.

A financial plan isn’t a one-and-done itemInstead, ishould evolve as your life unfolds. Evergreen will collaborate with you on a regular basis to evaluate options and make adjustments to your plan as needed. Our quarterly reviews of include analyzing:

"A partner that we didn't realize we needed until we had one!"
Ready to get started?
See if you and Evergreen are a mutual fit by completing our brief questionnaire.
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Evergreen Gavekal publishes market commentary and financial planning research weekly. Keep up to date with market news and analyses on our blog, including articles and podcasts created by our team members and trusted industry experts.
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