PRE-EXPERIENCE

Here’s our approach to the first two meetings

From the beginning—before you even decide whether you’d like to work with us—we dig into your situation and show you an initial plan.

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Pre-Experience

You’re in control

We invest the time to establish fit. In the first meeting, we thoroughly discuss your objectives, questions and concerns. In the second meeting, we provide a detailed financial plan including specific recommendations to answer your most important questions.

No pressure

Our approach lets you pre-experience what it is like to work with us. You’ll know exactly what to expect before you decide, including all fees.

No obligation

We want to provide you with all the information you need to make an informed decision. There is no pressure to decide and you won't receive unwanted marketing emails in the future.

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Frequently Asked Questions

How can I learn whether EverNest Financial Advisors is a good fit for my situation?

Because our client relationships tend to last for long periods of time, we invest time into potential client relationships to determine a good fit. As a result, we spend time with each prospective client in two separate meetings (in person or via video call, as preferred).

How should I prepare for a first meeting?

Reflect on what is important to you from a financial perspective. Be ready to share your past experiences and concerns. Try to have the best idea about your current and future spending. Be prepared to discuss your willingness to take risk.

There’s no need to come to the meeting clear about answers to these questions. Just allow the thought process to begin. We will work through these and other questions together.

Should my spouse attend?

Often spouses have different attitudes and level of engagement with finances. We have found it beneficial for both spouses to attend at least initial meetings and be part of establishing a communication plan moving forward.

What information will I need to gather after our first meeting?

Current household spending, specific topics that arise during our initial meeting. Rest assured you’ll know what to gather after we meet. Our objective is to make the process easy.

Does EverNest have a minimum asset amount for new clients?

No. We are a relationship-driven firm. Whether you are referred to us or have found us on your own, don’t let asset size get in the way of exploring a potential fit. We will spend time to understand your needs and concerns, and if we can’t help, we will direct you to the best solution for your situation.

“Our approach to serving our clients is inspired by the standard of care from the medical field: First, do no harm. Always act in the best interest of those under our care, don't create unnecessary procedures, and exercise prudence and appropriate caution in the services we provide.”

Frank J. Esposito, CFA, Managing Partner