At Evergreen Wealth, we know true financial success isn’t just about dollars and cents.
It’s about building a firm foundation for you and the ones you love. That’s why we take a life-centered approach to planning, built around what matters most to you.
Our Approach to Comprehensive Planning
We align your comprehensive financial strategy with the four pillars that shape every life decision: your health, your relationships, your lifestyle, and your purpose. Together, these guide the way we help you invest, plan, and build a legacy that reflects the whole you.
Health
Your physical and emotional well-being can impact your financial picture in powerful ways. Whether it’s planning for long-term care, health care costs in retirement, or managing transitions like illness or caregiving, we ensure your financial plan supports your health journey for now and in the future.
Examples we plan for:
- Potential health care costs and long-term care expenses in retirement
- Insurance strategies and risk management
- Financial planning during life transitions (illness, disability, caregiving)
Relationships
Money and relationships are deeply connected. We take the time to understand your family dynamics, responsibilities, and values so that your financial plan reflects the people you care about most. Whether you're supporting children, aging parents, or planning a legacy, we help you navigate those decisions with intention.
Examples we plan for:
- Multigenerational planning and gifting
- Preparing for both short-and long-term goals as you welcome children or blend families.
- Conversations around legacy, inheritance, and shared decision-making
Lifestyle
Financial freedom means different things to different people. For some, it’s travel. For others, it’s flexibility, early retirement, or pursuing new passions. We work with you to define what a meaningful lifestyle looks like, and build a strategy that makes it sustainable.
Examples we plan for:
- Retirement lifestyle projections
- Cash flow planning and spending flexibility
- Bucket list goals and transitions into part-time or purpose-driven work
Purpose
Your values drive your vision for the future. Whether that’s giving back, mentoring others, or creating a business legacy, we help you align your financial plan with your greater purpose. Because when your wealth supports what matters most, it becomes more than money—it becomes meaning.
Examples we plan for:
- Charitable giving and donor-advised funds
- Business legacy and succession planning
- Faith- or mission-aligned investing
- Planning with impact and intention
