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Store and Share Everything Important
An Everplan is a secure, digital archive of everything your loved ones will need should something happen to you. It contains:
If you are a 4:8 Financial client, contact us today to receive your Everplans invitation.
When you invite “Deputies” to your Everplan, they’ll be able to securely understand your wishes, identify accounts, and locate important documents from any internet-connected device.
With our guidance, you’ll learn what a complete end-of-life plan should contain, and how to fill in gaps in your planning. We provide recommendations, resources, and checklists to help you on your way.
Answer a few simple questions about yourself, and Everplans will create a customized set of planning “to-dos” and help you build an end-of-life plan that’s custom-tailored to your situation.
Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.