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 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

The Three Keys to a Great Password

The Three Keys to a Great Password

Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
Learn More
Budget Check Up: Tax Time Is the Right Time

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.
Learn More
Your Changing Definition of Risk in Retirement

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.
Learn More
A Penny Saved is Two Pennies Earned

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.
Learn More

Contact Us 
Let’s Get Started

Book a Consultation