Why Evergreen Way Planning Exists
If you have liquid, semi-liquid and retirement assets between $1 million and $10 million, you've likely noticed something strange: almost no one builds planning tools for you.
You're not ultra-wealthy — you don’t have a family office managing every detail of your life. But you're also not looking for generic advice from a YouTube prepper or an estate planning blog written for retirees in Arizona. You want real planning, real structure, and real peace of mind — without handing over mid to upper five or even six figures to a white-glove consulting firm that doesn’t really understand your priorities.
What’s Out There (and What’s Missing)
❌ Full-Service Multi-Family Offices
Often require $25M–$50M minimum net worth
Offer investment, estate, and philanthropic coordination — but not practical contingency planning
Charge high retainers or manage your assets directly
❌ Emergency Management Consultants
Built for governments, corporations, or ultra-high-net-worth clients
Charge $25,000+ for heavily customized, narrow in scope assessments
Not designed for DIY implementation
❌ Online Survivalist Content
Either vague, fear-driven, or commercialized
Product-pushing disguised as planning
Zero structure, zero tailoring
Where Evergreen Way Planning Fits
EWP is the only planning service built from the ground up for individuals and families with liquid, semi-liquid and retirement assets in the $1M–$10M range who:
Want to safeguard their lives, assets, and values
Don’t want to outsource their decision-making
Are comfortable acting independently in a DIY manner — if someone gives them a clear, coherent framework
Don’t want to overpay for concierge-style hand-holding — but also don’t want to be left guessing
This is a service designed for a specific kind of client: responsible, thoughtful, independent — and underserved by the existing market.
If that sounds like you, you're exactly who we built this for.