Broker Check

Financial Planning

We believe financial Planning is crucial for the livelihoods for you and your loved ones. Our six-step process to financial planning allows the advisors at Evans Wealth to collaborate as a team in order to design a plan that is suitable for your unique situation. We have experience and credibility in all aspects of financial planning, so one can be assured that we will find the right plan for you.

"When you take the time to plan your investments, taxes, insurance, estate plan, retirement plan, as well as your wealth accumulation strategy, you can better enjoy the present moment with less stress and more time devoted to loved ones."

-Stephen Evans

Financial planning provides you with a pathway and a strategy to get where you want to be. You wouldn't just start driving from New York to California without a road-map, would you?

Our Six-Step Financial Planning Process:

Step 1: Establish Goals

During this first crucial step, you will work with an advisor to map out your life goals. Both immediate and long-term goals are addressed at this time. Both are foundational for creating a sturdy plan.

Step 2: Gather Data

During this step your CERTIFIED FINANCIAL PLANNER™ professional will collect all pertinent details about your financial life.

Step 3: Analyze and Evaluate Your Financial Status

With your financial information, your CERTIFIED FINANCIAL PLANNER™ will be able to run the information through financial planning software and present to you the many options you have in planning your future wealth.

Step 4: Developing a Plan

Developing and presenting recommendations and/or alternatives to your current situation is what will take place after determining your situation. This step allows you to sit down with your planning professional and make informed decisions that are best for you and your family.

Step 5: Implementing the Plan

Once you and your CERTIFIED FINANCIAL PLANNING™ professional have developed a thorough plan for your future, they will work as a community coordinator, working closely with other professionals in the area to execute your plan to the highest standard.

Step 6: Monitor the Plan and make Necessary Adjustments

We believe that monitoring the plan is an essential step to make sure your goals are still on target. Your professional will report to you periodically to address, review, and make recommendations or changes as needed.

At Evans Wealth Planning, we believe time is the most valuable commodity. We wish the Springfield community to understand the importance of planning for one's financial future, not only for them as individuals, but for their loved ones and the community as a whole. Take the time to plan your future with us today.