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.

Tune in as Chris Everett explores the financial strategies that growth-minded professionals use to build wealth with purpose.
Real conversations. Real Strategies. Real results.

Beyond The Numbers

Where Money Meets Meaning And Purpose With Chris Everett.

Beyond the Numbers is a clear-eyed look at what it takes to build a financial life that actually works.

Each episode features candid conversations with entrepreneurs, advisors and industry experts who share how they protect assets, create income streams and design wealth that lasts. If you are ready to go beyond profit and build something that matters, this show is for you.

Click below for previous episodes

The Power of Personal Relationships in Portfolio Management

In portfolio management, access and trust matter as much as performance. In…

What Should an Advisor Ask About Their Money Management Partner?

Choosing a money management partner isn’t about the prettiest performance…

MarketGuard’s Non-Emotional Algorithms

Returns matter—but volatility matters more. In this short from Beyond the…

The Hidden Dangers of Pool Play: A Parent's Awakening

The Hidden Dangers of Pool Play: A Parent's Awakening Picture this. You’re at…

What Keeps You Optimistic About the Markets?

With constant headlines, market volatility, and economic uncertainty, it’s easy…

Empowering Advisors for Client Success

Great portfolios alone don’t change lives—great advisors do. In this short…

Empowering Others Through Financial Healing.

Chris Everett

President & Financial Planner

Chris Everett is the founder of Everett Wealth Solutions; an
independent financial advisory firm focused on holistic financial
wellness. She brings a people-first approach to financial planning,
helping clients align their money with their values and life goals.

Her journey into finance took a non-traditional path. She began college with dreams of becoming a doctor but chose a different direction after starting a family. Along the way, she even performed as a singer in a rock band. It was a chance encounter with an insurance agent that sparked her career in financial services. Her thoughtful questions and analytical mindset stood out, and she quickly realized this was the work she was meant to do.

Chris launched Everett Wealth Solutions to offer truly independent and personalized guidance. Her philosophy, which she calls “financial healing,” helps clients move beyond the numbers to build a healthier relationship with money and create a full, purpose-driven life.

At Everett Wealth Solutions, the focus is on helping people protect what they’ve built and confidently plan for what’s next. From retirement and estate planning to investment strategy and college cost reduction, Chris and her team provide clear, honest guidance rooted in care and trust.

Chris’s story reflects her belief that financial planning should be deeply human, personal, and empowering. Her unique blend of analytical thinking and creative insight makes her a trusted voice in reshaping how people approach money and the future.

Through Beyond the Numbers, Chris extends this mission by creating space for honest conversations about the financial decisions that matter most. Her unique blend of analytical thinking and creative insight makes her a trusted voice in reshaping how people approach money and the future

Chris also hosts Beyond the Numbers, a podcast where she interviews entrepreneurs, business leaders, consultants and financial experts about the strategies they use to build wealth with purpose. The show explores how people align their financial decisions with their values to create lasting impact.

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 the right financial plan while providing honest, transparent guidance so that you can feel confident making informed decisions about your future.

A Culture Of Honor

The purpose of having a financial plan is to help give you freedom.

Having the right tools and strategies in place can mean steady income in retirement and leaving a legacy for your loved ones. We help you find your way to an independent 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 with true peace of mind.

Knowledge Vault

WHENs In Retirement

Click to watch Chris Everett discuss these topics that effect your retirement.

And More

Videos/Workbooks/Case Studies/Checklists/FAQs and more

Click to learn more about the topics that effect your retirement.

High Income Earners

401(K)

Pre-Retirees

Long Term Care

Social Security

What Is Your Financial Healing Journey?

Let’s start with a Pre-Discover Session. It’s a no-risk way for us to meet face to face on a brief webinar or maybe just for a phone call. You know how it is when you speak to someone for the first time. You get a sense about them. I want to hear your story and why you are reaching out now. Whether you are building wealth or have achieved significant wealth, Everett Wealth Solutions may become an important fiduciary resource as you create your personal wealth solution.

Call us, schedule online or send us a message. We’re looking forward to hearing from you.