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Financial Planning Services

Many clients come to us in need of much broader guidance concerning their financial picture and goals.

Some simply don’t know where to start, and others want to feel the freedom and stress relief that can come from delegating analysis and decision-making to a trusted advisor regarding all aspects of holistic financial life. Incorporating a process of total financial planning, our clients often feel steadied in their financial journey having an actionable plan ready to implement, but fluid enough to adjust to life's inevitable ebbs and flows.


At EViE Financial, we’re passionate about educating our clients and supporting them toward their goals. This is why we include a heavy dose of education on financial topics plus behavioral coaching and wealth mentoring as part of any Financial Planning Engagement. Additionally, every financial plan includes guidance and analysis regarding cash flow and budgeting, wealth accumulation through savings and investment strategies, retirement readiness, wealth distribution, and legacy planning. 


A range of additional bespoke services are available based on each client’s needs and goals:


Tax Planning

Risk Management Analysis

Education Funding Planning

Estate Planning

Divorce Planning

Business Planning

Philanthropic Planning


Each financial planning client will also receive access to a secure, interactive online financial planning dashboard along with regular progress, accountability, and adjustment check-ins to ensure that their needs are being met and that they are on track to reach their financial goals.


If you’re an individual or family looking for help figuring out how to get from where you are to where you want to be financially, or you simply don’t have the time or desire to manage all of the components of your finances, a financial plan with these features may be a good fit for you. Reach out to us to learn more! Looking for business planning services? We can help with that too.

The EViE Financial Planning Process

As with all of our offerings, we have designed our Financial Planning services to be easy to understand and customized to the specific needs of each client. 


Financial Planning is a fee-based service for individuals, couples, and families, with generational planning services available as well. We offer flat-fee tiers based on the level and complexity of services needed, and Financial Planning Engagements are renewable on an annual basis. 

When you engage us for financial planning, here’s what you can expect:

  1. We meet with you to determine the best fit for your needs.

  2. We work through the paperwork and billing processes, then get you set up with access to your personalized, secure online financial planning dashboard.

  3. Using this dashboard, you provide us with the details we need to craft your financial plan.

  4. We meet to clarify your goals and to make sure we have all of the details we need to set you up for success.

  5. We create a detailed plan based on rigorous analysis of your financial picture.

  6. We meet with you for an in-depth discussion and initial delivery of your plan, complete with recommendations for the most efficient ways to reach your goals. You’ll have plenty of time to ask questions and become familiar with the material, and you’ll leave with some concrete goals and next steps.

  7. We meet regularly to follow up on your progress and make any necessary adjustments to your plan.


Are you looking for the kind of personalized, holistic financial guidance

that a financial plan can provide? Let's chat!

Learn more about

EViE Financial's other

service offerings

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