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| The 360° Advantage |
Firm Philosophy |
Firm Origins |
Our Process |
Privacy Statement |
Management Team |
| Our Process |
| The EFS Financial Planning process for individuals includes six key steps: we gather data, evaluate goals and objectives, confirm data and goals, analyze data, make recommendations, implement plan, monitor results and adjust as appropriate. |
| This process can be applied in a variety of ways beyond the individual client. While other labels may be used in a corporate culture—budgeting, tax planning, risk management, treasury management and asset retirement—the underlying needs are similar for individual clients as well. Companies of all sizes seek to optimize stakeholder value through creating and preserving corporate wealth by managing capital and minimizing taxes. Anything less would be a breach of management’s responsibilities to the company’s owners. In today’s fast-paced business environment, there are many demands placed on management and deregulation, global competition, consolidation, technological advances, and customer demands for quality products and services must be addressed continually. EFS professionals use an achievement-based methodology for managing every step of the project life cycle. We work with you and your staff to initiate, plan and execute your mission-critical initiatives. |
| In the end, both types of clients profit by our professional exposure to the other. For the individual, our corporate exposure makes us more adept at reading and interpreting corporate financial reports and industry statistics while making sound investment decisions for the client. For the client enterprise, our exposure to investor perspectives, technical and regulatory environments make us uniquely qualified to provide enlightened guidance regarding the end user. |
| Each type of client gains from our exposure to the other, making the value of our insights greater to both. |
| © 2009 Evergreen Financial Services, LLC. All rights reserved. | Privacy Statement | Member FINRA/SIPC |