Financial Planning


Our unique financial planning and advice experience is called the Dream – Plan – Track – approach, and it all begins with you – your needs, dreams and goals. We take time to listen and gain an understanding of where you are and what you want to achieve so we can provide clear direction to help you plan for your goals. Then, we track your progress overtime, adjusting your plan along the way. That’s one reason Evergreen Direct has more financial Planning Clients than any other firms.

Define your DREAM

Our financial planning approach is guided by your dreams and goals – both big and small. That’s why we listen and let you do the talking. Whether you want to purchase a larger home, take a family vacation or travel the world, we can help make your goals possible.

Develop your PLAN

We believe financial planning should be personal because every dream is personal. We’ll take a look at your entire financial landscape – your income and expenses, debts, investments, taxes and financial risk. We’ll get to know your dreams so we can provide advice and solutions to help you pursue them. We use a proven approach based on the Certified Financial Planner Board of Standards, Inc. – recognized as the standard of excellence for personal financial planning.

Keep on TRACK

As your life changes, your plan should too. We’ll talk with you regularly to review your ongoing needs and goals and find out how our advice, products and services are working for you. We’ll help you adjust your plan as needed, and we’ll be here for you in the recent years to come with the financial palnning and advice you need to keep on track with your dreams.