Evergreen Planning Tools
Explore the tools we use to help clients make smarter financial decisions.
Make Smarter Financial Moves
These tools help you visualize your plan, spot opportunities, and understand the level of investment risk that truly fits you.
Goal Planner
Start Mapping Out Your Goals
Explore your financial goals, investment assumptions,
and see how they fit into your broader plan.
Retirement Readiness Check
Test Your Retirement Readiness
This quick tool gives you a basic retirement readiness check — a starting point we build on when creating a full plan.
Discover Your
Personal Risk Score
Risk tolerance isn’t a gut feeling — it’s measurable.
Before we make any investment recommendations, we help you quantify your risk preferences and see if your current portfolio matches your comfort zone.
Watch this short video to see how we help clients align their investments with their real risk comfort level.
Want to Take It a Step Further?
Understanding your Risk Number is a great starting point.
But there’s another layer most investors never see — the fees hiding inside your mutual funds, IRAs, and 401(k)s.
If you’d like, we’ll prepare a complimentary Portfolio & Expense Analysis showing:
- Your exact fund expenses (including hidden fees)
- Your current asset allocation
- How your portfolio stacks up against your personal Risk Number®
We’ll even show you a sample of the actual report you’d receive. It’s simple, valuable, and free.