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We want to see you succeed — here are a few quick tips and guides that may help!

EViE Financial FAQs

Do you offer introductory appointments?

We do! We'd love to meet you and to give you the opportunity to learn more about what we do and how we work with clients. For this, offer a 30-minute introductory session free of charge.

How do I schedule an appointment?

Feel free to reach out to us and we'll get in touch with you via email to get you scheduled for a time that works well with your calendar! Alternatively, you're more than welcome to give us a call at (240) 203-2677 and we'll be happy to help.

What do you charge for Financial Planning services?

We offer a range of financial planning tiers for individuals and families to help make our services as accessible as possible, no matter where you're starting or where you're going in your financial journey. 

Do you work with small businesses?

We enjoy working with individuals, families, and business owners alike! We offer a range of services for businesses, including several financial planning options as well as our Financial Wellness Program for employers looking to add to their benefits offerings and help employees improve their financial wellness. 

Do you require a minimum amount for investing?

We don’t impose a minimum on our clients. Some investment strategies we use may have minimum thresholds, but those details would be carefully discussed prior to any investment or account decisions. We believe in making investment management and financial planning accessible, and this is one way we do it!

What does EViE stand for?

EViE represents our core values: education, vitality, independence, and empowerment. Learn more about our mission, vision, and values to see if we're a good fit for you.

Do you offer any courses to help people learn more about finances?

We offer several options for individual and group learning, including retirement planning courses and financial wellness programs for business owners and their employees. Check out our current events and community involvement to learn more.

How do I access my account information and tax documents?

For brokerage and managed accounts, our clients have access to their account balances, activity, documents, and tax forms via the Wealthscape online account platform. Each client has their own unique login ID and password, which are provided by us upon account setup. If you need assistance locating your login information, reach out to us! We'll be happy to help.

When are tax forms available each year?

While the timing sometimes varies, tax forms are generally released in several stages starting in January or February each year. Most documents are available some time in February, with the remainder often available by the middle of March. 

Financial Tools for Budgeting & Saving

Already a client? Here are a couple of FAQs just for you:

While no app or service can do all of the budget and spending work needed to maintain a healthy financial picture, we believe there are tools that can offer great support and potentially make your financial goals easier to reach. Looking for budgeting and savings tools? Drop us a line — we'll be happy to share some recommendations. 

Are you setting aside funds for later? Why not let that money work harder for you instead of sitting nearly unappreciated in a standard savings account?

While high-yield savings accounts can have more requirements to open and maintain, if you can meet those requirements, you may enjoy a higher rate of return via the yield on the account. 

Services & Pricing Guides

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