What's your financial goal? What are you doing to reach those goals? 75% of Americans don't have any kind of financial plan - most people don’t even know where to start. That’s where we come in! Evolutions is here to help YOU build what matters most to YOU with a customized plan of attack. Let’s grab ahold of your financial future now!
choose your 'why'
Between bills, taxes, and unexpected expenses - it all can be overwhelming. Evolutions provides real solutions for your financial life by building you a financial team, a financial plan, and provide financial coaching. 1. Pick the areas below that you need assistance with. 2. Then tell us a bit more about your situation on the next page. 3. We can set up a discovery conversation, provide a full financial review, or link you with specific services from our deep bench of accredited providers. We’ll coach you through the entire process and be your financial match makers!
connect with your team
live your best life
Live life to the fullest - get out of debt, set yourself up for long-term success, buy a house, go on vacation, get married, build your legacy and help your local community thrive! Click the services you need below to build your super team and start your journey towards the life you want and deserve.
enjoy the best parts of life
Build your financial
Secured, Unsecured, Personal, Student, Mortgages... so many to choose from, let us help show you the best of the best.
Add to your plan and receive exclusive loan tips, free content, and be the first in line for our interactive loan coursework (coming soon)
Hey! We’re Stewart Gill and Andre Kwan! We met in college and quickly realized that we had a lot in common (sports teams, fields of study, and of course a passion for helping people). We eventually became business partners and co-founded the massively successful, Magna Carta Wealth Management - Now we’ve developed an exciting new venture designed to help communities grow, Evolutions Financial. We applied principles of physical fitness and team-oriented philosophies to financial fitness in order to establish the right financial plan and secure a financial legacy for everyone. We’ve already helped thousands of individual clients and now with Evolutions, we can’t wait to support you in achieving your long-term goals and ultimately help all of our communities thrive!
Big things coming soon 👀
A white-glove financial app that will not only give you a real-time snapshot of how your investment portfolio is performing, but also an updating feed of trending informational content curated for your personal needs. You’ll also have the ability to manage your own personal financial team, or as we call it, your “board of advisors”. The Evolutions app will give you the opportunity to evaluate the performance of who is on your board, and also act as a connection to a nationwide team of advisors if and when you need them. You’ll have immediate access to your entire financial team and all of your financial documentation streamlined and organized in one spot
A series of live Q&A's as well as recorded zoom sessions covering all aspects of financial literacy, planning, and coaching for people who want to be a part of a thriving financial community. We'll cover, in-depth, everything from investing strategies to budgeting and bill-paying tactics, to buying your first home. You'll receive in-depth coursework and educational materials that will set you up for success!
Evolutions is a financial blend of automation, convenience, and personal connection. Everyone who uses our services will have the opportunity to move and engage with our team at their own pace and comfort level. We're truly here to help in every way that we can!
EVOLUTIONS was created for you and all your Financial Fitness needs. Like physical fitness, financial fitness requires consistent effort, focus and knowledge to maintain. We believe it all starts with education, consistency and confidence in your plan and team.