Membership Financial Planning

What’s Included in Every Membership

Every Evercove membership is built around the same core support:

• Annual strategy meeting each year
  Deep-dive virtual meeting to review your full picture, reset priorities, and map out the next steps.

• Quarterly snapshot reviews (asynchronous)
  A short check-in email and a personalized 8–10 minute video walking through your numbers and 1–3 actions to focus on for the next quarter.

• Written financial plan & action list
  Clear, prioritized recommendations across key areas like cash flow, savings, insurance, retirement, and estate basics, updated over time as your life changes.

• Access to webinars and courses
  Ongoing education on practical topics: saving and investing, benefits, debt, protection, and more.

• Advice-only, no product sales
  Evercove Wealth does not manage or custody investment accounts, execute trades, or monitor your investments. You implement recommendations in the accounts you already use.

Choose the Support Level That Fits You

Everyone starts from a different place. Whether you’re just getting organized or coordinating finances as a household, your membership is designed to focus on the highest-impact moves for you, without turning your life into a full-time finance project.

Single Individual

Married & Joint Clients

Ideal for individuals who want a clear plan, ongoing guidance, and accountability without investment management.

You’ll get:

• Annual comprehensive financial plan review

• Quarterly snapshot reviews and a personalized video update

• Help prioritizing high-ROI moves.

• Access to member webinars and on-demand courses

You stay in control of your accounts; we focus on helping you make confident decisions and consistent progress.

Designed for couples and joint households who want to get on the same page and keep moving in the same direction.

You’ll get:

• Joint annual comprehensive financial plan review

• Quarterly snapshot reviews with a video update tailored to your household

• Support across all financial domains.

• Access for both partners to member webinars and educational content

We provide the structure, tools, and guidance; you implement the plan in the accounts and institutions you already use.