Resources
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, we 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.
Additionally, we offer specialized financial and business planning services for mental health practice owners who want to bridge the gap between traditional bookkeeping or accountant services and higher-level CFO services, so practice owners can more effectively balance the time they spend providing care.
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 advisory accounts, our clients have access to their account balances, activity, documents, and tax forms via the Schwab Alliance online account platform. If you need assistance setting up Schwab Alliance access or logging in, 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.
Setting aside money in a savings account is a crucial component of most folks' financial goals, and since savings accounts tend to be among the most conservative ways to grow your money, they're also the most common! However, standard savings accounts don't offer much in terms of yield.
This is where high-yield savings can be a game-changer for those who qualify. If you're interested in learning whether a high-yield savings account may work well for your financial picture and goals, click the button below to explore the ins and outs — including potential risks — associated with these kinds of accounts, plus some resources that may help.
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