Clarity and Confidence for Your Financial Future.
Personalized financial planning that aligns with your goals, your reality, and your values. Let's build your future, together.
Schedule a ConsultationEvan Brandsma
A dedicated and versatile professional with experience in financial planning, customer service, and hands-on trades. Passionate about fostering deep connections through expert communication, public speaking, and personalized teaching.
Get in touch →Core Skills & Approach
✓ Expert Communication
Distilling complex topics into clear, understandable advice.
✓ Community Building
A history of building relationships and understanding unique needs.
✓ Personalized Teaching
Dedicated to financial education tailored to each client's goals.
✓ Holistic, Values-Based Planning
Integrating faith and ministry into the planning process.
Retirement Savings Projection
Use this interactive tool to get a simple projection of your potential retirement savings.
Projected Savings at Age 65:
$1,000,000
Higher Education Planning Tool
Estimate the future cost of a four-year degree and see how your savings plan measures up.
Funding Goal
$200,000
Projected Savings
$150,000
$50,000 Shortfall
Debt Payoff Calculator
See how quickly you can pay off debt and understand the impact on total interest paid.
Payoff Time
4 Years
Total Interest Paid
$7,000
Services & Pricing
A transparent fee structure designed to align with the services you need.
New Investors
The perfect starting point for individuals beginning their financial journey.
$25/mo
+ 0.50% AUM/yr
- ✓ 4% interest banking
- ✓ Annual advisor meeting
- ✓ See all accounts in one place
Basic Plan
For those ready to accelerate their financial progress with more tools and frequent guidance.
$50/mo
+ 0.50% AUM/yr
- ✓ Everything in New Investors, plus:
- ✓ Personal acceleration plan
- ✓ Budgeting software access
- ✓ Quarterly advisor meetings
Core Financial Planning
Our most comprehensive package for those seeking in-depth, ongoing guidance.
$100/mo
+ 0.50% AUM/yr
- ✓ Everything in Basic Plan, plus:
- ✓ Debt reduction advice
- ✓ Monthly advisor meetings
- ✓ Credit & Insurance advice
Let's Start the Conversation
Ready to take the next step? Schedule a complimentary consultation or send a message.