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Our Process

At Evergreen Strategic Partners, we created a planning process that provides you, the client, with a comprehensive plan tailored to your specific goals, aspirations, and dreams, using our knowledge as financial advisors, the support of our affiliated partners and collaborating with your other professional advisors.

We create the plan with you:  your input and understanding is critical to each step along the way!  This ensures that your specific situation and requirements are understood and reflected in the structure and maintenance of your financial plan. 


In many ways this is the most important part of any planning process. We need to understand and explore your life priorities, requirements, and goals, from both a financial and a personal perspective. This part of our process is integral to making appropriate recommendations that will form the unique, personalized plan we will design and present to you.


Based on your financial situation, objectives and priorities you provide to us through documentation and discussion, we identify investment strategies and products for an overall plan structure that creates a path to your personal goals.


We present our recommended strategies to you and together we shape your plan, reviewing and analyzing presented options, and weighing your input and preferences. This forms the structure of your plan and gives us what we need to implement it.


Once you agree on your plan design, we proceed with the necessary changes to your existing accounts and investments, open new accounts or purchase other investment products as necessary to implement your financial journey.


Your plan is now in place and working for you, but it doesn’t end there. We monitor it; we suggest changes, as needed due to shifts in your life priorities or circumstances, the market, or the economic environment; we will keep you up-to-date on opportunities or changes that you may want to explore. We will meet with you periodically to review your portfolio and plan. In addition, we are always available to answer questions or concerns. There will be periods of time that not much changes in your life but we recognize that life events happen and when they do, we are there to support you and adjust your plan accordingly.

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