Our Services
Our offerings are aligned to meet your specific needs. You only pay for the services you require.
Goal-Based Financial Planning
Goal-Based Comprehensive Financial Planning offers a financial pathway to stability and clarity of mind.
We use an objective lens to understand your core values, financial goals, needs, and priorities, and then help you make thoughtful, financial decisions about your money to meet these goals.
This individual plan will be the basis of your relationship with Evidencial Financial Consulting LLC.
Portfolio Analysis
Already working with an institutional brokerage firm? We provide valuable insights into the alignment of your financial goals with your portfolio and costs. We compare your current portfolio asset allocation to your financial goals, personal risk tolerances, global diversification, and individual holdings. If needed, we’ll then determine portfolio reallocation to better align with your personal financial goals and risk tolerances. This includes analyzing current annual asset management costs, including fees, expenses, charges, and commissions, and recommending cost-savings and portfolio actions.
Evidence-Based Portfolio Management
Evidence-based global portfolio management aligned with your financial goals: An individualized portfolio with evidence-based global investments reflective of your financial goals and risk tolerance. Evidencial will provide advanced portfolio management, asset rebalancing, tax loss harvesting, all easily accessible through your own online portal which provides in-depth detail on your holdings.
Children's Money Management
Post-college practical financial skills (budgeting, savings, and investment) is the best gift you can give your children. We work with our client’s children to provide a path for a disciplined and goal-based independent financial future including Qualified Investment & Personal Investments Accounts: 401K, 403B, IRA, Roth IRA, HSA, Deferred Compensation; E-Payments & Budgeting (using tools like Squarecash.com, PayPal.com, Apple Pay, Mint.com); E-Investments (using Acorns.com, Robinhood.com, Robo-Advisors.) We also advise on online financial fraud prevention techniques.