Broker Check

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.

Book a Consultation

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

Learn More
Asset Growth

Asset Growth

Learn More
Legacy Planning

Legacy Planning

Learn More

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

Capital Gains Tax When Selling Your Home

Capital Gains Tax When Selling Your Home

If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
Learn More
A Look at Diversification

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Learn More
How Stocks Work

How Stocks Work

Understanding how a stock works is key to understanding your investments.
Learn More
The Junk Drawer Approach to Investing

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.
Learn More

Contact Us 
Let’s Get Started

Book a Consultation