Action-oriented money management
EverNest services
For all prospective clients, we develop an in-depth, fully customized financial plan before you decide if our firm is a good fit. This not only creates clarity around our approach but also guides our future decisions. We use a cost-conscious and transparent fee-only model as true investment fiduciaries. In addition to our core services, we also work with an extended team of trusted legal and tax advisors as well as various third-party financial providers to support your journey.
BUSINESS TRANSITIONS
Whether retiring or acquiring, it is vital to make informed decisions surrounding your business. This includes maximizing your business value, controlling when you transition, and developing long-term peace of mind.
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How can tax planning strategies be optimized for a profitable transition?
Are there specific financial instruments or tools that can safeguard the liquidity of my business during and after the transition?
How can I maintain cash flow stability during the transition period?
What investment strategies should I consider for the capital gained from the transition to ensure long-term financial security?
Generational Planning
We take time to understand the interpersonal dynamics of your family and recognize the significant decisions that go into planning for your collective future. You are individually responsible for your and your family’s financial situation and we take your goals seriously as we do in our own families.
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How much to set aside for children now and in the future?
Up-to-date estate planning documents?
Financial security and resources for your spouse if something unanticipated happened?
Child’s wedding costs?
RETIREMENT PLANNING
“It is neither wealth nor splendor, but tranquility and occupation which give happiness.” - Thomas Jefferson
Planning for retirement is a proactive investment that varies in approach depending on your long-term goals. Whether getting ahead of the curve or actively working towards early retirement, we work with you on several factors including risk assessment, measuring ideal timelines, and income and expense planning.
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A timeline for retirement that sustainably allows you to live your ideal life?
Future health care costs?
Decisions around purchasing a second home?
Adequate savings for retirement?
Best vehicles to save for retirement?
Questions about leveraging debt?
Education Planning
We understand your deep desire to give your kids a promising future abundant with opportunity and fulfillment. Strategically planning is a key factor in successfully bringing this to fruition when the time is right.
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Amount you need to reserve to cover education for your children or grandchildren?
Best approach to saving for education costs?
When should you start saving for education costs?
Charitable Giving
You are grateful for the ability to give back to your community and support charities that are important to you. At EverNest, we recognize the opportunity to give back in a financially mindful manner.
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Most cost-effective way to support the charities that are important to you?
Advice on giving now versus giving in the future?
