Why Evergreen Way Planning Exists

If you have a net worth 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 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 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 — 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.