Cash Flow Analysis & Budgeting
Sue Peck, CFP®
Founder and President
Finally, a financial adviser who listens to you.
What you do with your wealth is highly personal. You can use it to improve life — for you, for your family, for your community, and for your planet. But it’s easy to get sidetracked and overwhelmed by all the options and apps available today. It’s hard to know what direction to take. Financial planning will give you an idea of what’s possible so you can invest in a way that matters most to you.
When you choose Evolution Financial to manage your wealth, you are gaining a partner who will listen to your goals and guide you with your best interests in mind.
I’m Sue Peck, CFP®. I founded Evolution Financial to provide fee-only comprehensive financial planning and investment management for people of all backgrounds who aspire to live their best lives now and in the future. I look forward to learning what inspires you, and what difference you want your wealth to make.
The Evolution Financial Difference
Your goals first, always.
It’s simple: you talk, I listen. Together, we make a plan.
Collaborative wealth management.
Let’s find the right mix of investments for you.
Clear pricing upfront.
Count on fee only, zero commission, and no hidden fees or tricks.
Financial terms, explained.
You deserve to understand your finances.
Socially responsible investing.
You can use your wealth to support the kind of world you want to see.
About You
Maybe you’ve found yourself at that tipping point, where you realize your finances have become just a bit too complicated to find out all the answers by listening to financial podcasts. You’ve got questions, and wish you had someone who knows your story and would be available to provide answers.
Maybe you’re looking at a few transitions in life, from changing jobs, to starting a family, to facing retirement, and you’d love to have someone by your side to help you maneuver through all these changes.
Maybe you’re realizing that you’ve got a lot on your plate, and you’d love to hand things off to someone else who can both help you manage your finances, while also helping you focus on and support those interests that are most important to you.
How Evolution Financial Helps You
I want to help you make the most of your money so you can live the life you want to lead, and create the world you want to leave for future generations.
I am a fiduciary, which means I am ethically bound to act in your own best interests. As your financial planner, I will help you navigate your budget, investments, retirement planning, tax planning, family changes, career changes, and charitable intentions.
When you make a financial plan with me, I will listen to you, discuss your goals and concerns, and help you manage any risks that might hinder your progress.
The sooner you begin to plan, the sooner you can know what is possible!
Are you…
Nearing Retirement
Shannon and Morgan are in their mid-50s and wanting to make sure they are ready for retirement. Shannon has worked for the state for the last 20 years and Morgan has worked for a small non-profit, and they are looking forward to spending more time together doing what they love. Never having been comfortable with investments, both have relied on the advisors brought in by their employers to help them choose options within their retirement plans. They briefly had an advisor when they were in their 40s, but were concerned that he was too interested in the commissions he was getting, rather than whether or not the investments were good for their lives. They feel good about how well they’ve done with their finances and are proud to have sent their kids through college, but now they want to make sure they can enjoy their retirement and also hand off the investment research to someone they trust.
Ready to get things in order
Quinn is an author in their early 40s and their books are really starting to get noticed. After getting divorced in their mid-30s, they met Alexis a few years later. Even though they are planning their lives together, Quinn is still a bit burned from the divorce and they have decided to keep their finances separate for now. Since Alexis has had a few promotions in their company, Quinn knows that when they are ready to combine their incomes, they’ll both be in a good position looking forward. Being an author, Quinn is used to unpredictable income and has managed their own investments since their divorce in order to save money. Now that their career is taking off, they are realizing they just don’t have the time they used to. They also realized they spent far too much time fretting over where the market might go, and then had pulled all their money out of investments right before things started going up again. They decided it was time to focus on their writing and wanted to find an adviser who shared their environmental values and could focus their investments appropriately.
Looking for in-depth planning
Jamie and Taylor are recently married. They are interested in joining their finances and having coordinated management of their investments. Each came into the relationship having established careers already, with Jamie as a physician and Taylor teaching high school. While they felt confident in their finances separately, they realized they’d never really talked about what they were each bringing into the relationship and have no idea how to even start the conversation. They are looking for a Life Planning approach to help them discover more about each other, what’s important to them, and how they can move forward with a joint vision for the future.
Services
Financial Planning:
Investment Management:
PARTNERS & AFFILIATES
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP®(with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
