Your Path to Evergreen 2.0
Welcome to your resource for transitioning to Evergreen 2.0, an “entire house remodel” of our wealth solutions platform. The Evergreen leadership team’s two years of research and due diligence have resulted in this transformation, and we are thrilled to take this journey with you.
We recently presented “The Evergreen 2.0 Promise: Building Your Financial Future with Enhanced Capabilities,” a webinar that explains this transition. I invite you to access it anytime to learn more about the story behind the move and what you can expect during your transition. We have created this webpage to expand on the details shared.
Use the step-by-step guide below for a smooth transition. It explains the four specific emails you will receive, where you need to take action, and the timeline.
Evergreen 2.0 is helping us evolve how we serve you, but we’re not changing the things that made you choose us in the first place. You will also continue to work with the same trustworthy advisor who helps you achieve your goals and dreams.
We are excited to take this journey together, guided by a single goal: providing you exceptional service with forward-looking solutions. With Evergreen 2.0, your financial future will be well served now and for years to come.
Warm regards,
Andrew Harris, CPWA®, CEPA®
Founder and President
Evergreen Wealth Solutions