Planning Centered on Your Values
When we first sit down together, you might know what it is you need or want. Or maybe you don’t. Either way, it’s no problem.
Our process is designed to walk you through all of that, starting with identifying what you value most in life. Your values become the basis for your plan and our recommendations.
Setting Clear Goals for the Future You Want
Once we get a handle on your situation, the next step is to work with you on what you want. In other words, determining your current and prospective goals.
Whether said goals involve post-retirement living, funding your child’s college or supporting the lifestyle you have now, our team of skilled specialists is dedicated to helping you build and maintain the right financial ecosystem to support those requirements.
Performing an Honest Assessment of Finances
As a part of our holistic process, we’ll work with you to analyze your current financial picture. To do this, we welcome input from you concerning your expenses, income, current insurance plans, estate plans, and more.
Working together, we can determine where you are now, financially speaking, and set the course for you to pursue your personal and financial goals, while upholding your values.
Individuals
Families
Business Owners
Retirees
Tailored Plans for Your Life
Here’s what you won’t get from Evershore. A cookie-cutter financial plan. What you will get is a plan that can be adapted and retooled to deal with the unexpected, as lives change. You can also take advantage of Evershore University’s courses, which can give you the resources to understand and take charge of your financial situation.