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This turned out to be a crazy year to launch my RIA - but I was able to grow from zero to 15 clients in my first year! Many thanks to the XY coaches, my launch study group and all the amazing planners in the military affinity group for their support along the way!

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Enough of doing this part-time. Left my full time position as a defense consultant to focus on my financial planning business. Now I have to register in another state! Growth workshop is awesome for focusing my marketing efforts. Looking forward to some great growth.

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Retired from the Air Force and started my journey to start my firm. Hope to launch by November.

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A way to help clients most closely aligned with my passion, a solution for abandoned clients, and a way for me to gain the freedom I was craving. 

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A way to help clients most closely aligned with my passion, a solution for abandoned clients, and a way for me to gain the freedom I was craving. 

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I was laid off from my career of 10 years at a large broker-dealer/RIA in October 2020. They closed our office and I wasn't able to contact any of my old clients. Most of them got shuffled around to call centers and didn't have anyone helping them for several months. Many of them found me and asked what my plans were. Backtracking 1-2 years, I was unhappy with the corporate policies that were being implemented and had a desire for something new. When I heard that many clients wanted to continue working with me, I knew this was the time to make a move. I used some of my severance pay to solidify my personal financial situation and launched my RIA, Evergreen Financial Group, in February 2021. I now have the ability to work on my terms and have begun focusing my efforts on my niche - churches and young professional Christian families and retirees looking for Biblically-founded advice and stewardship. God is faithful and I have seen great growth and feedback from existing and new clients alike. The sky is the limit from here and I look forward to continued growth, flexibility, and freedom!

Tim Bauer
Evergreen Financial Group

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Launch in Sept 2020, year 1 has been the success that I had the vision for!

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I worked with a functional medicine practitioner and learned so much about my own genetics and what I can do to improve. I feel amazing which makes me a better mom, advisor, and a better person to be around!

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Got my first full-time job out of college!

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Got my first full-time job out of college!

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Camped Michigan's Upper Peninsula at the height of fall colors with my best friend