Our clients love our 4-Step Process
Financial Planning
Everett Wealth Solutions, Inc. (EWS) offers fee only fiduciary financial planning and asset management inside a 4-Step Process.
4-Step Process
DISCOVER
Discover new insights into what you are presently doing. Looking and listening beyond the data, we may Discover opportunities for greater financial success and also uncover financial leaks. Eight out of ten individuals, families and/or businesses are leaking money unknowingly and unnecessarily. By plugging those leaks, you may Discover you can retire earlier and with more money; pay less for college; reduce taxes and pass more to your heirs.
UNDERSTAND
Understand how financial leaks and losses hurt you more than gains could ever help you. Understand how to plug those financial leaks and reduce risk. Understand how some strategies limit your ability to grow wealth. Understand ways to buy and utilize real estate, pay for large capital items, pay for your children’s education in ways that avoid huge financial leaks that may ultimately cost you hundreds of thousands of dollars over your lifetime.
CHOOSE
Without discovery and understanding it is difficult to Choose. We invest whatever time is necessary to help you make good financial choices. You are ultimately responsible for those choices and should never be rushed. Financial advisors should be held to the highest legal fiduciary standard, which means we must always act in the best interest of their client – no exceptions.
IMPLEMENT
When it’s time to Implement your personal solutions, we are your accountability and implementation partner to get everything done right. Whether you are building wealth or have already accumulated substantial wealth, it is our privilege to help you create your personal wealth solution.
College Planning
We can also help families pay for college without derailing retirement or amassing unmanageable debt. Parents who plan early, long before high school, have more options and set themselves up to pay less for college. In fact, we may be able to show you how to be completely debt free before the college years start for your family. That‘s huge.