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A Focused Guide for Your Financial Journey

We are here to guide you through your financial goals, investment opportunities, and help you avoid money missteps.

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Commitment and Follow-Through

Navigating life’s financial obstacles can feel difficult without a guide. Life moves quickly, and new challenges arise all the time. When goals change, Evans Wealth Planning is there to ensure you remain on the right financial journey. Evans Wealth Planning has the experience to keep you on your path when life interrupts you.

How We Work

The first step in our process is an introductory phone call, we would love to work with everyone but realize we are not a fit for all. We then follow our 3-step financial planning process which includes assessment, planning and managing your investments and financial life. As a CFP professional we must personalize your needs to create a cohesive plan suited to you.

Assess

Assess

We want to gain an understanding of what you want from a financial advisor. We want to get to know you and learn about your goals, your current situation, and the financial anxieties that are making you stressed.

Plan

Plan

Once we assess your needs, we tailor each plan to reach your financial goals most efficiently.

Manage

Manage

Life is always changing, our job is to keep you on track to reach your financial goals. We provide education and guidance along the way.

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Financial Planning

At Evans Wealth Planning, we aren’t just creating a financial plan – we are your financial guide through life’s journey.

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Investment Management

Investment Management is about building your portfolio.  It’s the most important thing we do. We create an investment plan that aligns with your goals and risk tolerance. 

Investing is about building the strength to do what you want in life.

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Tax Planning

Taxes can be one of the biggest expenses you face in your retirement.

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RESOURCES 

Our goal is your success. Below are some resources to help you have a successful financial future.

ARTICLES

A collection of handpicked articles.

CALCULATORS

Calculate elaborate financial decisions with total calculation.

VIDEOS

Even more videos to enjoy.

PRESENTATIONS

Managing your money involves more than simply making and following a budget.

4 Critical Social Security Facts

Social Security is a significant concern for many Americans and plays a vital role in retirement. Learn about  important Social Security facts and what you should know as an investor.

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"Financial freedom is available to those who learn about it and work for it."

- Robert Kiyosaki

"A good financial plan is a road map that shows us exactly how the choices we make today will affect our future."

- Alexa Von Tobeln

"Look before, or you’ll find yourself behind."

- Benjamin Franklin

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