Our Mission

Evergreen Financial Planning provides objective financial planning to individuals and families and small businesses from all walks of life.  We strive to educate our clients as we provide excellent financial and tax advice.  Our goal is to help our clients to be confident as they work towards their financial and life goals.

Our Philosophy

What makes us unique is that we give highly personalized service and charge on an hourly, as needed, basis.  We provide easy to execute plans that will be the foundation for your important life goals.  We also offer ongoing support and monitoring of these plans with financial checkups to enhance your success.  The flexible and personalized approach provides our clients with improved peace of mind about their financial future.

Our Fiduciary Oath

  *  The advisor shall exercise his/her best efforts to act in good faith and in the best interests of the client.
The advisor shall provide written disclosure to the client prior to the engagement of the advisor, and thereafter throughout the term of the engagement, of any conflicts of interest, which will or reasonably may compromise the impartiality or independence of the advisor.

  *  The advisor, or any party in which the advisor has a financial interest, does not receive any compensation or other remuneration that is contingent on any client's purchase or sale of a financial product.
  *  The advisor does not receive a fee or other compensation from another party based on the referral of a client or the client's business.

Following the NAPFA Fiduciary Oath means I shall:

  * Always act in good faith and with candor.

  * Be proactive in disclosing any conflicts of interest that may impact a client.
  * Not accept any referral fees or compensation contingent upon the purchase or sale of a financial product.

Evergreen Financial Planning, LLC is conveniently located in Marietta, GA, serving Cobb, Fulton, Cherokee and surrounding Counties.  We have also opened a new office in Savannah serving Chatham and surrounding counties.  We are a Registered Investment Advisory Firm in the State of Georgia and a member of NAPFA, the Garrett Planning Network and the Financial Planning Association.