At The Yard FC, we offer practical financial advice for a reasonable hourly fee. No minimums, no commissions, just advice. Whether you decide to retain our services through a continuous engagement or just stop by to ask a question, we're here to help.
Use our easy to manage scheduling system to book your appointment. You'll be scheduling a virtual meeting with me through a secure video conferencing service.
While you are scheduling your appointment, take a moment to share your unique question or concern the best you can. You can type it right into the required text box.
Click on the link found in your email or text messages to join the virtual meeting. We'll discuss your concern and how you would like to proceed if more time is required.
Enjoy a recap of our meeting and a detailed description of how your concern was or will be resolved. Any further required assistance will be clearly communicated.
At The Yard FC, we’re on a mission to revolutionize the financial planning profession. The traditional AUM or percentage of assets pricing model had its day, but it’s not cutting it anymore for our clients or our industry.
It’s high time we prioritize the value of our expertise and the effort we put into your financial success. Ready to experience the difference?
Join us today.
$133/month. Best for households with about $80K in annual gross income. You get a one-page plan, a tax projection report and one annual review meeting. Asynch optional.
$269/month. Best for those making about $150K in gross annual income. Includes a comprehensive financial plan, semiannual review meetings, advanced retirement planning assistance, and all services provided in The White Plan.
$529/month. Best for high income households ($200K+). Enjoy quarterly reviews of your comprehensive plan along with integrated risk management assessments and an attorney-reviewed estate plan summary. All services from The Gold Plan are included.
Price will vary. Best for small/family business owners who have a short-term need for high-level, project-based financial planning services. Let The Yard FC do what it does best...consulting. We'll brainstorm with you and come up with a short-term engagement to tackle any financial situation that can be solved within a three to four month window.
Hi there!
Welcome to The Yard Financial Consulting company. My name is David. My friends call me Dave, my kids call me dad, and my former students still call me Dr. Evans.
I am, by training, a wealth manager, a researcher, and a consultant. The scientific process guides my systematic method of helping you manage the emotional stress of your unique financial situation.
Scary markets, a large inheritance, or worrying that you might outlive your retirement income are all good reasons to set up a Google Meet with me to discuss your next, strategic move. One step at a time, we’ll tackle anything that comes your way!
My favorite way to build your trust is by using the phrase, “I don’t know.” It is how I demonstrate that I am confident in my own expertise, and that truly your best interest (not my ego) will always be priority number one!
I was trained to always use the “peer-review” process to create new knowledge and I would be a hypocrite if I expected you to believe that my eyes, alone are sufficient to manage your wealth. You deserve a second opinion which is why, with your permission, each new plan that I create for you is reviewed by a third-party, fiduciary financial planner or paraplanner for accuracy and additional recommendations.
I am a believer in the wisdom of Carl Richards, a thought leader in the financial planning profession, who consistently reminds us that as a planner, we should see ourselves as a trusted trail guide whose repeated excursions qualify us to navigate the ever-changing terrain of the financial services landscape, not as the defender of an outdated map.
My hope is that you see this level of care and meticulous detail as a way to find peace of mind, at least in terms of your financial affairs. Money is the leading cause of some serious life events, so I do not take my responsibilities lightly. Imagine just for a moment that all of your financial affairs are in order…
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Feels good, doesn’t it? Let’s chase that feeling, together!
Welcome to The Yard FC.
