Knowledge is power.
There is no truer statement when it comes to your personal finances. Taking stock, making a plan, and staying committed is how savvy people build wealth.
Evervestment provides education, resources, and worksheets to help clients make a plan and stick to it. You will receive a quarterly DIY financial planning guide on topics such as taxes, investing, insurance, real estate, and more.
Take Stock: eMoney makes keeping track easy.
Evervestment clients are provided with access to a premium financial planning software called "eMoney". eMoney was previously reserved for clients with accounts over $1,000,000, but we have made it available for investors with $50,000+.
Consolidate your various accounts, set goals, invest, and save!
Dream: decide what your plan is for.
We help you build a custom financial plan with your lifestyle & goals in mind.
The only way to reach your goals is to keep your plan front-and-center. Evervestment provides thorough and in-depth guidance for people on a mission to put their money to work in financial markets and in their own lives.
Plan: DIY goal setting.
Evervestment's eMoney app makes it simple to set goals and meet them. Implementing your budget with miscellaneous notes and mental accounting leads to unnecessary stress and poor results. Choose the amount and the date you need it by then set up automatic transfers and let your goals take care of themselves.
You can also monitor your investments, store relevant insurance information, and track your net-worth down to the dollar.