Evolutions Financial Planner

Financial fitness is just as complicated as physical fitness. And that means that attaining it can be just as daunting. EVOLUTIONS offers a way of easily tracking and managing your financial needs – just like an exercise app.

Getting financially fit requires three primary drivers:
● A consistent effort to improve and maintain your finances
● An awareness of your financial situation and where you need to focus your attention
● Knowledge on how to maintain your financial fitness once you achieve it

To help you improve and maintain your financial fitness, we start your fitness journey with an assessment.
This will help you not only understand where you are financially, but help you establish your financial goals. Our qualified financial planners can review your assets and liabilities to create an accurate picture of your financial health.

EVOLUTIONS financial consultants look at your investments, account balance, and passive income sources including:
● Stocks
● Bonds
● 401K
● Retirement Plan
● Roth IRA or Traditional IRA accounts
● Real Estate Portfolio
● Savings Accounts
● Checking Accounts
● Wealth
● Retirement Plan
● Taxes
● Budget
● Loans & More

Financial planning is all about your tracking your money, investments, and account balances - it can be boring, but it is critical to keep your money organized.

Stocks, Bonds and CDs
Do you have a lot of stocks or real estate? These are great sources of income but can be complicated in calculation of your net worth. Stocks and bonds can be a part of your short-term and long-term financial planning.

What’s your retirement plan?
Do you have a 401K, Roth IRA, Traditional IRA or another retirement account? You might be asking yourself, when can I retire? Looking at all of your overall account balance is one thing but how about the interest gained or lost, investment options and timeline on withdrawal? Retirement planning at an early age and keeping track of your balance, interest, and saving are key to your financial fitness. Our financial consultants want to take a look at your portfolio!

Taxes, Tax Deductions, Tax Credits
Are you using the tax laws to your greatest benefit? Our financial planners want to help save your money and keep the most money in your wallet. They are your investments, so don’t waste your income - It’s important to keep your taxes in balance.

Checking Accounts & Savings Accounts
You likely look at these accounts the most, and your budget is probably built around your balance. What else can this money be doing for you? Is there another way of investing in passive income, real estate, stocks, bonds or your retirement? Plan like you know how to, but our financial advisors might have suggestions in your best interest.

Real Estate Investment and Mortgage
Do you own property? How much is your real estate worth and do you have a mortgage? Could a mortgage or a loan be in your best interest? A large investment like real estate is an excellent choice for your portfolio and playing it right is important for your overall net worth and even your retirement plan.

Personal Finance
It’s your money, let’s keep your investments strong and plan for your financial success. Our consultants want to help you keep money in your wallet and grow your portfolio value. We highly recommend investment in your retirement plan, 401K, and IRA accounts (Traditional IRA or Roth IRA). Stocks, bonds, real estate are all key to your wealth.

These are just some questions that our financial advisors will have, but every portfolio and budget plan is different. Download the app today for tips on keeping your money organized and taking steps towards your own personal finance freedom.

Getting financially fit takes a lot of work. EVOLUTIONS can make that task a lot easier to manage so you can focus on reaching your goals.