Customer Relationship Summary

Evergreen Consulting and Financial Management
Evergreen Consulting and Financial Management
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  • Financial Management
  • Business Consulting
  • Family Office & Concierge
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    • Home
    • Financial Management
    • Business Consulting
    • Family Office & Concierge
  • Home
  • Financial Management
  • Business Consulting
  • Family Office & Concierge

Financial Management for Individuals and Families

  

Our financial management process is rooted in the reality that knowledge is essential, and sense of direction is crucial. Our clients have limited time outside of their careers and family – they have general goals, but often haven’t had the opportunity to intentionally match their financial resources to a plan that will assist them in reaching those objectives. They are happy to release the responsibility of the day-to-day financial management to a trusted team; depending on us to explain options and make recommendations. They appreciate the ability to remain in a decision-making role without the responsibility and pressure of collecting the needed knowledge to make those decisions on their own. With professionals ensuring their plan aligns with their purpose, they have the freedom to enjoy their passions. 

Who We Help

From new graduates to young families to those preparing for retirement - we will help you first identify your goals and then build a plan to meet them. Our clients want to work closely with a professional to sort through their financial clutter, understand how all of the pieces work together, and see dreams become reality. 

Our Philosophy

We believe financial education is vital at all stages and incomes, knowing that the key to success is dependent on making educated decisions throughout your lifetime. 

Our Process

Before you can plan, you must know the destination.

In our first meeting we will dive into those short and long-term goals and then collect the numbers that are the makeup of your current financial picture. Our second meeting is really where we get to be educators, sharing new strategies and concepts worth considering. Not only are we always available to answer questions, but we will reach out to you quarterly knowing that life and goals change. 

Other Licensing Details

Copyright © 2023 Evergreen Consulting and Financial Management - All Rights Reserved.

 Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC Supervisory Office 

Evergreen Consulting and Financial Management is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies.

7014 E Camelback Rd, Suite 1452, Scottsdale AZ, 85251

(602) 640-0022


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