About Evergreen 360
(719) 600-2228
About Evergreen 360
One Strategy. One Team. Every Angle Covered.
At Evergreen 360, we believe your financial life should be managed as one complete, coordinated strategy—not a series of disconnected decisions.
Too often, individuals rely on separate professionals for financial planning, mortgage financing, real estate, and insurance. While each may offer value independently, the lack of alignment between them can lead to missed opportunities, inefficiencies, and outcomes that don’t fully support long-term success.
Evergreen 360 was built to change that.
We bring together financial planning, lending, real estate, and protection strategies under one roof—so every decision you make works in sync with your broader financial goals.
The Evergreen 360 Advantage
What sets Evergreen 360 apart is not just the range of services we offer, but how those services come together.
By aligning financial planning, mortgage strategy, real estate guidance, and insurance solutions into one cohesive approach, we eliminate the gaps that often exist between disciplines. The result is a more efficient process, better-informed decisions, and stronger long-term outcomes.
We don’t just help you make financial decisions—we help you make the right decisions in the right order, with every move evaluated in the context of your full financial picture.
This includes how your cash flow is structured, how debt is managed, how assets are positioned for growth, how risks are protected against, and how your long-term goals are ultimately achieved.
A Framework for Financial Planning
Within Evergreen 360, our financial planning process is guided by a structured framework focused on four key areas: income, growth, protection, and legacy.
This framework is used specifically to guide investment and financial planning decisions—helping ensure your strategy is balanced, intentional, and aligned with both your current needs and future goals.
Integrated Services, Aligned Strategy
Evergreen 360 provides a fully integrated experience across four key areas of your financial life.
Our financial planning approach is designed to help you build and manage wealth with intention—aligning investment strategy, retirement planning, and risk management into a clear and actionable plan.
Our mortgage services go beyond simple loan approval. We structure financing as part of your broader strategy, helping you optimize cash flow, evaluate opportunities, and position your debt in a way that supports your long-term objectives.
Through our real estate services, we guide clients in making informed buying, selling, and investment decisions—ensuring each transaction aligns with both market opportunity and overall financial direction.
And through our insurance solutions, we help protect what you’ve built, integrating risk management into your plan so that your progress is safeguarded over time.
Together, these services create a unified experience—where each decision supports the next.
Experience That Drives Better Outcomes
With over two decades of experience and more than $100 million in residential loan funding, Evergreen 360 is built on real-world execution—not theory.
We understand how financial decisions play out beyond the initial transaction. That insight allows us to anticipate challenges, identify opportunities, and guide clients toward decisions that create lasting value.
Built for a More Connected Financial World
Financial decisions today are more interconnected than ever.
The structure of your mortgage can influence your ability to invest.
Your real estate decisions can impact liquidity and long-term growth.
Gaps in protection can put everything at risk.
At Evergreen 360, we bring these moving pieces together—so your strategy works as one.
Let’s Build Your Plan
Whether you’re purchasing a home, restructuring your finances, or planning for long-term wealth, Evergreen 360 is here to help you move forward with clarity and confidence.
Schedule Your Strategy Converstion
Complete this 30-second form to receive a no-obligation consultation. We will analyze your situation and determine the best solution.