What your financial plan will do:

Identify and define short and long-term financial needs

Institute spending choices

Intentionally plan for uncertainties

Our personalized financial planning services are designed to meet your specific lifestyle and personality. Our open dialogue provides a comfortable and confidential setting for you to share with us. Together we go about planning to get you where you want to be.

Financial planning for families and small businesses has unique needs dependent on the synchronicity of others within your financial influence. We help you find ways to integrate these factors into a workable and appropriate plan.

Planning List

Evard & Associates Financial Advisors, PLLC cares about your financial well-being. We want to make your planning experience both educational and rewarding. Our document checklist will ease you through the preparation for your first financial meeting with us. You will receive:

Document Check List

Postage-Paid Return Envelope

Confirmation of Receipt

Document Review

We will confidentially review your documents, and an initial analysis will be completed that outlines your current financial condition. Your evaluation will include:

Savings & Investments		Retirement Plan
Insurance Coverage		Tax & Social Security
Educational Planning		Debt to Income
Estate Organization

The Financial Plan

We will meet with you to talk about your financial plan and the best direction to take in meeting your financial goals. Your evaluation will include:

A personalized three-phase meeting schedule to chart your short-term and long-term financial course.

A customized budget based on your current assessment and future goals.

Quarterly meetings for review and adjustments of financial performance.

Forms

What To ExpectDocument ChecklistExpenses