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Helping You Succeed

Innovative solutions to client's life issues in their financial world.

Meet The Founder & CEO

Experience & Logic
Enhance Your
Financial Future

At Innovative Financial Life Solutions, Evalyn takes the time to get to know and understand what is important to you and then designs a plan.

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Our ApproachCustom Solutions For Every Need

Our Approach
Custom Solutions
For Every Need

Evalyn is the founder and CEO of Innovative Financial Solutions, which was established in 2008.

Evalyn is also committed to empowering her clients with ongoing support and education so they can feel confident in their financial decisions. She is a trusted consultant to many individuals, families, and business owners.

What We Do 
Combining Tech and Expertise
To Create Custom Solutions

Retirement Planning

Retirement Planning

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Asset Growth

Asset Growth

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Legacy Planning

Legacy Planning

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Planning Services 
Simple, 
But Comprehensive services

We offer a full spectrum of financial planning and wealth management services and customized solutions to meet the complex needs of high-net-worth individuals and families.

Step 1

A time for us to get to know each other. If either party determines they do not want to work together, we just move on.

Step 2

We have a long discussion on what their goals and aspirations are. The client is given a questionnaire which they will then complete showing their current assets, and expenses.

Step 3

Reviewed with a model showing how their expenses and income work together. From there we begin the process of education on various products/investments that are available that might fit their particular needs.

Step 4

Then a complete plan is put together and presented. Going forward, this is reviewed with the client periodically to make any adjustments needed as things change in their lives.

Insights

Getting a Head Start on College Savings

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.
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Working With A Financial Professional

Working With A Financial Professional

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
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When Life Insurance Becomes Taxable

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.
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Retirement Plan Detectives

Retirement Plan Detectives

Watch this fun video for tips on how to search for missing money.
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Contact Us 
Let’s Get Started

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