Connecting Your Heart

To Your Wealth

When was the last time you stopped to listen to your heart tell you about your dreams and purpose?
At Everett Wealth Solutions, we help you align your heart’s desires with your financial journey using a truly holistic approach.
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Empowering Others

Through Financial Healing

Chris Everett, an independent fiduciary advisor knew that to wholly serve her clients she would need to launch an independent practice. With a desire to empower others, she gave birth to Everett Wealth Solutions to focus on the person first and their finances second. With the right tools and an emphasis on financial healing, she had a vision of how holistic financial wellness could genuinely revolutionize the industry. Chris also prayed for Divine guidance and an opportunity opened many doors that new clients poured through. With the help of her team, it’s always a priority to get to know their clients and explore their concerns together before designing a plan for optimal peace of mind.
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Chris Everett

President & Financial Planner
Chris always had a heart to help people and started college to become a doctor. However, while in college she got married and started a family. She eventually dropped out and became a singer in a rock band. She says that’s because she uses both sides of her brain, the analytical side and the creative side. One day her husband invited an insurance agent to the house to discuss life insurance. Chris grilled him like a hot dog, and he told her she was exactly what the industry needed. She agreed and began working for a big box insurance and investment firm. Chris soon realized that while she enjoyed the work and the benefits it gave her clients, she did not like the limitation of one solution. With a deep sense of humanity at her core, Chris created a team at Everett Wealth Solutions that understands the intricate balance between a full, happy life and stable finances, and they are well-qualified to help you find true peace of mind. Chris has found that this practice gives her the space to serve her clients fully. Helping clients find financial healing today, save on taxes and the cost of college while creating a reliable retirement solution is what this work is all about.
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Putting Humanity

At Our Core

At Everett Wealth Solutions, we believe in shattering your expectations of what a financial advisor should be.
Our approach goes far beyond the dollar amount in your bank account; we want to impact your life with a healthy dose of humanity. We work diligently to help align your dreams for the future with a financial plan while providing honest, transparent guidance so that you can feel confident making informed decisions about your future.
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Financial Healing

The Holistic Way

A Culture Of Honor
Save ON College
The purpose of having a financial plan is to help you have peace and freedom.
Having the right tools and strategies in place can mean steady income in retirement and leaving a legacy for your loved ones. It can also mean saving on the cost of sending your children to college. We help you find your way to a solid future by reverse engineering your dreams into a financial plan that locks down your todays and grows your tomorrows. Plus, we help you hedge for inflation, account for rising healthcare costs, employ prudent and cost-effective investment strategies, maximize Social Security, reduce college costs and create an estate plan for future generations. Our mission is to help you protect what you’ve built while optimistically looking forward to your future and true peace of mind.
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In The MEdia

When should I start taking my social security benefits?
When do I know I’ve saved enough?
When should I consider retirement planning?
When should I consider moving my 401k from my former employer?
When should I start planning for long-term care?
Effective Date: July 2024
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