Our Process- The DNA Approach

<strong><span>Diagnose</span></strong>

Diagnose



Just as prescription before diagnosis may be considered malpractice, we believe investing before planning is the equivalent in our profession.



Financial planning includes establishing goals and objectives, forming a detailed assessment of your current situation and developing specific strategies focused to help you work toward your stated goals.

<strong><span>&#160; Navigate</span></strong>

  Navigate



We do more than just create financial plans or invest your assets—we help you make financial decisions. We serve as your sounding board to help you make informed decisions that can impact your financial future. That is what makes our Financial Advisors different.


It is like having your own personal financial hotline. We want to be there for you every step of the way to help navigate the often-complex life changes that affect you.

<strong><span>Advocate</span></strong>

Advocate



One of our core philosophical beliefs is that educated clients are good clients. We aim to educate our clients, so that they can feel comfortable and confident in making their personal financial decisions.


We encourage our clients to use this sense of empowerment to advocate for and guide their friends, family members, and colleagues.

<strong>How do I know if I am a good fit?</strong>

How do I know if I am a good fit?

Over the years, we have found that we provide value to:

  • Passionate individuals who prefer to spend their time in areas other than finances
  • People that value education
  • Individuals that simply don’t have the time to manage their finances on their own

Take the first step: Schedule a complimentary Fit Meeting today to determine if we have a mutual basis for working with each other. Our team is very process oriented and will then take typically 2-3 additional meetings to work through the DNA steps.  After your initial onboarding, you will have a team who continues to believe in maintaining and monitoring your situation in a process oriented way through ongoing review meetings and continued communication throughout the year.  We are all about you-working to help you decide what your retirement looks like!

Your Life Wrapped Up In a Box

Wouldn't it be nice to have one place to find all of your essential financial information?

Getting to Know Evangelista & Associates

Watch about our company's principles and how we operate before making an appointment.

Are you a Medical Professional?

Medical Professionals dedicate their time caring for their patients and their family. We can help take care of your financial health while you continue to help others.