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Financial Planning
Everhart Advisor's Proprietary Planning Process
The TAPERTM Methodology is our personalized approach to financial planning, designed to help you achieve your goals with clarity and confidence. By integrating your financial life, we provide a structured, evolving framework tailored to your needs.
TARGET
Where do you want to be?
ANALYZE
How are you currently progressing?
PLAN
What changes do you need to make?
EXECUTE
Implementing those changes.
REVIEW
Regular adjustments for life events.
Make sure your portfolio is aligned with your retirement timeline
We invest with your end-goal in mind.
