Practical Contingency Planning for $1M–$10M Households
Most planning services are built for either billionaires or doomsday enthusiasts. Evergreen Way Planning fills the gap.
Firms like McKinsey, BlackRock, Pinkerton, and Fortress Investment Group help families with $100M+ net worth stress-test their lives, homes, and systems. We do the same kind of thinking — just scaled to fit the needs of individuals and families with $1M to $10M in assets.
We help you identify vulnerabilities, organize long-term contingency plans, and safeguard what matters — clearly, calmly, and without overkill.
This isn’t fear-based prepping. This is practical foresight.
Our 25- to 35-page custom reports are tailored to your household, region, and lifestyle — and they’re delivered within 72 hours of intake. Every report is personally reviewed for accuracy and completeness before delivery.
Why Clients Choose Evergreen Way
You want a plan, not a bunker.
You don’t want to spend $25,000+ on a full-service consultant.
You’ve got assets, responsibilities, and people counting on you — but no clear roadmap if things get disrupted.
You want clarity, not chaos.
What We Offer
A 25- to 35-page custom, structured, actionable planning report tailored to your circumstances
A 72-hour turnaround time from submission to delivery
Pricing between $2,500 and $15,000 depending on complexity
Built for households who want to be ready — but not ruled by fear.