Plan, Invest, Build.
New clients start with the construction of a thorough and comprehensive personal financial plan by a CERTIFIED FINANCIAL PLANNER (CFP®). This familiarizes us with your goals, priorities, and investment preferences. Consideration of our clients' financial plans and investor profiles are the guiding information that shapes how we allocate funds.
WE'LL ENSURE YOU ALIGN WITH OUR TYPICAL CLIENT PROFILE
Speak with one of our Wealth Consultants so we can learn more about each other, review your goals, needs, and who you are as an investor.
CREATE YOUR CUSTOM FINANCIAL PLAN
We take a deep dive into your financial picture and build a custom portfolio that takes into account your personalized objectives.
BUILD A PORTFOLIO THAT MEETS YOUR PLAN'S OBJECTIVES
Our dedicated service team will guide you through the account opening process to make sure everything is implemented smoothly.
PERIODIC REVIEWS WITH YOUR WEALTH CONSULTANT
A key element to the success of a financial plan is ongoing monitoring. Your Wealth Consultant will help to establish a schedule that fits your needs.
Client qualification and investment process
Technology is at the core of our process
From surveys that analyze individual investment style to an app for clients to view their accounts on the go, Evergreen integrates technological solutions to elevate the client experience at every stage. Attend a virtual workshop, then connect with a CFP® and build an interactive personal financial plan in eMoney.