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At Evergreen Wealth Management, we start our client relationship discussing the elements of a Financial Planning Blueprint. Categories of the Blueprint include financial planning and investments, risk management, estate planning, and tax planning. We outline what areas within those categories are important to the client and build customized strategies to cover the focus areas and militate against common risks and pitfalls. Investment options range from ETF / Index funds to Socially Responsible Investments and Boutique tactical stock portfolios. We narrow down choices based on the investment preferences and goals of the client.
