THIS IS SERVICE IS COMPLIMENTARY FOR CLIENTS
A well-thought-out plan is not complete until it is organized and secured. We feel so strongly about this, that we allow clients access to a highly secured digital vault where they can store all of their most important information should their life unexpectedly end. The best part about this is that you can allow anyone you trust to have access to as much or as little as the information while you are alive, and then give them full access to it after you pass. This process allows for a much smoother transition for those tasked to settle your estate.
We provide this unique service through a company called Everplans. Everplans charges $75/year to provide this service and digital vault. However, if you are a Divergent Wealth client, your fee is paid for by us.
To learn more about Everplans you can visit their website at www.everplans.com. If you are interested in Divergent Wealth paying for your subscription, please contact us for personalized instructions at 385-CFP-4000.