Your Financial Planning and Investment Experience
Here’s what you can expect when you work with Evidencial
Your Personal Discovery Process
- We meet to discuss your story, core values, financial goals, lifestyle desires, needs, assets, and risk tolerance
- Gather pertinent financial information
- Summarize your current resources and future needs and goals
- Discuss Evidencial’s consulting agreement and commitment
Systematic Process-Driven Approach to Financial Management
- We assess your financial goals, then analyze and incorporate current financial resources
- Then we create a comprehensive, financial plan integrating your resources and goals with an evidence-based global investment portfolio
Individualized Comprehensive Financial Plan
- We meet to discuss in detail your comprehensive financial plan and investment recommendations, to maximize the probability of achieving your financial goals
- This meeting will reflect your financial goals, resources and risk tolerance. Your plan, along with your investment policy statement, will be the basis of your relationship with Evidencial
- Discuss implementation priorities and schedule
We Invest your money at Charles Schwab & Co.
- Sign-in to your client portal for 24/7 account reporting, performance, and commentary
- When necessary, we rebalance your assets to reflect your plan’s allocation goal
Your First Quarter Portfolio Review and Ongoing Support
- We meet at your convenience and location to review your first quarterly report
- Modify the implementation or plan as necessary, to reflect changing personal or market conditions
- Identify specific actions we are all taking
- Always easy access and timely responses to investment, tax, estate, retirement, and insurance questions you may have