When was the last time you stopped to listen to your heart tell you about your dreams and purpose?
When was the last time you stopped to listen to your heart tell you about your dreams and purpose?
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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.
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.
At Everett Wealth Solutions, we believe in shattering your expectations of what a financial advisor should be.
A Culture Of Honor
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Effective Date: July 2024
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