Save the time
Add the call to the calendar you use. Check the time zone. Give yourself a few quiet minutes before it starts.
Your short call
Check your call details
When your call is booked, the time shows here. Read the notes below before the team calls.
Your first call
15 minute team check-in
- When
- Time zone
- How to join
- Booking number
This saves a calendar file to your device. It does not send an invite.
Open the call linkPick a new timeCancel this callYour first call
15 minute team check-in
- When
- In the next few minutes
- How
- Our team calls the phone number you gave.
- What it covers
- We check your answers and set up your next step.
- Cost
- Free. You do not have to buy anything.
If you miss the call
We will try again. Or you can pick a time that works for you.
Pick a timeWe call Monday to Saturday, 9am to 8pm your time.
Have you not booked yet? Go back to your report and pick a time. Back to your report.
01 · Before your check-in
Watch this before your call
It shows what the short call covers and what happens after it.
Video coming soon
Before your team check-in
Read the notes instead
Your Evermont team check-in takes about 15 minutes. We confirm your answers and the next step. The team does not give financial advice.
Have rough numbers ready. Think about your savings, your monthly income and your monthly bills. Write down the one question you most want answered.
If you qualify, our team arranges a separate consultation with Maia Wealth. You receive the approved advisor profile before that consultation. If you plan with a spouse, ask them to join.
02 · What happens next
Review copy: firm approval pending
Your team check-in, step by step
- 01
Keep your phone close
Our team calls at your confirmed time. Allow about 15 minutes and find a quiet spot.
- 02
Confirm your answers
We check the money you can move or invest. Leave out your home and money you cannot access or direct. We check your state and what you want help with. We ask what you read or watched. We also check if you already work with Maia Wealth.
- 03
Choose the next step
If you fit the rules, we share the approved bio. Then we book your Maia Wealth call. That is a separate meeting.
The team check-in is not your advisor call. Evermont checks your answers and helps with the booking. Maia Wealth gives the advice.
03 · Get ready
Have these close by
You do not need a finished plan. A few notes help our team set up the right next step.
Rough numbers
- The kinds of accounts you have, like a 401(k), an IRA, savings or CDs, and rough amounts.
- Your Social Security and any pension, or a guess if they have not started.
- Your monthly bills.
- When you plan to retire, if you still work.
Your question
Write down the one question you most want answered. For example: How can I pay my bills each month without selling at a bad time?
Your report is part of this call. Our team will ask what you read or watched. If you have not read it yet, take a few minutes now.
04 · Keep the time
Save the call and ask your spouse to join
Plan together
If you plan with a spouse or partner, share the time with them. If they cannot join, write down their questions.
Questions people ask
Review copy: firm approval pending
Before your check-in
Is this my advisor consultation?
No. This is an Evermont team check-in. If you qualify, we arrange a separate Maia Wealth consultation.
How long is the call?
About 15 minutes.
Does it cost anything?
No. The call is free. You do not have to buy anything.
Do I have to watch the video?
No. But please read your report or watch the video before the call. Our team will ask what you read.
What if I need a new time?
Use the link in your booking email. Or reply to that email and we will help.
What if I miss the call?
We will try again. You can also pick a time on your report page.
Can my spouse join?
Yes. Please join together if you plan together.
Learn more
This page is general education. It is not advice for you. Keep your booking details so you can find them later.