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You Can Now Make An Appointment Online!

It would be an understatement to say that many of us live fairly fast-paced lives. Our families and careers require much of our attention, and by the time we get a chance to relax we hardly feel like turning to our to-do lists. But there is one to-do that shouldn’t be ignored, and that’s creating a plan for your money.

At Evergreen Wealth Management, we know you are busy. That’s why we do everything we can to make financial planning as simple and convenient as possible so you can be confident, knowing that your finances are taken care of and on the right track.

The Convenient Choice

What if I told you that thirty minutes could have a significant impact on your financial future? Even better, what if I told you that you can easily and conveniently schedule a thirty-minute appointment with me? We live in a digital age, with most of us managing our lives from a mobile phone or computer. That’s why we’ve created a way for you to jumpstart your financial plan by booking an appointment with me online!

How does it work? It’s simple. Choose a day and time on my online calendar that works best for you. No more waiting on the phone while a receptionist tries to find an appointment slot that works for both parties.

Make Your Financial Future A Priority

Don’t put off your financial security any longer. Take the first step to increasing your peace of mind by scheduling an appointment now, then we’ll take thirty minutes to get to know each other and I can show you how your financial goals are more attainable than you think!

About Dave

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, 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.

Check the background of this firm/advisor on FINRA’s BrokerCheck.