When’s the last time you purchased something without seeing it first or knowing what to expect? You most likely haven’t. You wouldn’t buy a car without test driving it first, nor would you buy a home with having an inspection done. So why should you pay for a financial plan without knowing what to expect?
At Evergreen Wealth Management, our financial plans are uniquely tailored to each client’s individual needs, circumstances, and goals. Therefore, it’s difficult to provide one without working extensively with each client. However, we wanted to create something that could help people better understand what a financial plan may look like should they choose to work with us.
What Does a Financial Plan Entail?
Financial plans can address a myriad of concerns and goals, from college planning to retirement income strategizing. Depending on your needs, your plan may focus on one overarching element or multiple goals you’d like to achieve over time. Whatever you choose to focus on, your financial plan will provide a sense of understanding of where you stand financially and where you need to go in order to meet your goals.
We offer comprehensive financial services to develop personalized strategies that address both short-term and long-term needs. To help you pursue your goals, we employ a disciplined, five-step approach to wealth management:
Discovery: The first step in the process is to gather your data and determine goals, investment preferences, what concerns you may have, and set future expectations.
Analyze: We analyze the data provided, assess your situation, and build a step-by-step process to achieve your goals.
Strategy Presentation: We present our recommendations, including an investment strategy tailored to your time horizon, goals, and investment preferences.
Implementation: We review what parts of the strategy you would like to implement and take the necessary steps to put the plan in action.
Monitor: We decide on communication frequency and create a meeting schedule to thoroughly monitor your financial plan and strategies and adjust as needed.
The result is a simple yet powerful road map to help our clients provide meaning to all the various parts of their financial life, create a sense of peace, and reduce stress. Our holistic process helps ensure our strategies are tailored to your needs as we implement and manage them for years to come. As your advocate, we strive to advance your best interests, enhance your understanding, and navigate you towards a stronger financial future.
We do all we can to ensure you’re completely aware of your financial plan and the reasoning behind our recommendations. Money doesn’t have to be complicated, and we do all we can to make the complex simple.
See Our Sample Financial Plan
In addition to this sample plan I can create a customized written plan document with guidance on your retirement and investment plan. This written plan looks at a client’s overall financial plan customized to your specific goals which can include comments on existing investment strategies, cash flow and budgeting, education planning, estate planning, insurance planning and more.
Keep in mind that this is only a hypothetical plan presented to illustrate what a client’s plan may resemble should they work with me. The characters and circumstances are completely fictional and are for illustrative purposes only. Be sure to seek the advice of a qualified professional for your particular situation and not rely upon any of the information herein to make personal financial decisions.
Download our sample financial plan now to see how our proven process helps you accomplish your goals and enjoy financial freedom. Once you’ve reviewed, give us a call and we can discuss further how we can create a tailored financial plan for you. Send me an email at email@example.com or call me at 206-357-8428 x5028.
David Stanfield is the founder of Evergreen Wealth Management with 20 years of industry experience. David is passionate about developing long-term relationships with his clients and creating tailored plans to help each client move closer to their financial goals. He serves clients in Seattle and beyond, including Everett, Bellevue, Kingston, Kirkland, Bellingham, Federal Way, Bothell, Shoreline, Edmonds, Port Townsend, Mukilteo, Bainbridge Island, Kitsap County, Cle Elum, and Ellensburg. He graduated from the Foster School of Business at the University of Washington in 1998 with a degree in Finance. He is also an Enrolled Agent (EA) and has technical expertise in the field of taxation. Raised in Seattle, WA, Dave currently lives in Edmonds, WA, with his wife, Irene, and their son, Egan. Outside of the office, Dave is a licensed private pilot and enjoys fishing, golf, and traveling. He is also an active real estate investor and received a Certificate in Commercial Real Estate from the University of Washington and is a member of a National Real Estate Investing Association. Learn more about Dave by connecting with him on LinkedIn.
Securities offered through Regulus Advisors, LLC. Member FINRA/SIPC. Investment advisory services offered through Regal Investment Advisors, LLC, an SEC Registered Investment Advisor. Regulus Advisors and Regal Investment Advisors are affiliated entities. Evergreen Wealth Management, LLC is independent of Regulus Advisors and Regal Investment Advisors.