At Everett Wealth Solutions, we work with people who want honest, fiduciary conversation and strategy that leads to the best financial decisions for them. Additionally, we find that many get into trouble because they listen to “cookie-cutter” thinking and act on common knowledge. This is information and ideas commonly held, but not necessarily right for their personal situation. We call this the common knowledge trap. When you fall into this trap, you are likely to “leak” a lot of money, have unknown risk and therefore not enjoy your life to the fullest.

Fee-Only Fiduciary Financial Planning

Level One:

Your Personal Wealth Solution

Your Personal Wealth Solution provides fee-only fiduciary financial planning. Admittedly, you can get basic financial planning from other fee-only fiduciary advisors. We believe Your Personal Wealth Solution is a step above.

Discover what you are presently doing. Looking and listening beyond the data, we may Discover opportunities for greater financial success and uncover financial leaks. Eight out of ten clients we work with are leaking money unknowingly and unnecessarily – either personally, in their business or both. By plugging those leaks, you may Discover you can retire earlier with more money. You may also pay less for college, improve investment performance and protection for yourself, family and/or your business, reduce fees and taxes and pass more on to your heirs.

Understand how to plug financial leaks and reduce risk; how financial leaks and losses hurt you more than gains ever help you. Understand how some strategies limit your ability to grow wealth. Understand efficient ways to buy real estate, structure your business, pay for large capital items, pay for your children’s education – all in ways to avoid huge financial leaks that may ultimately cost you hundreds of thousands of dollars over your lifetime, and so much more.

Choose the best solution for you. Without discovery and understanding it is difficult to Choose. Therefore, we invest whatever time is necessary to help you make good financial choices. After all, 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 always acting in the best interest of their client – no exceptions.

Implement Your Personal Wealth Solution, when you are ready. 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.

Level Two:

Your Identity Alignment Solution

To help you take everything to a much higher level, we created a program called Your Identity Alignment Solution. This program is not for everyone.

However, if you are stuck and want to talk about your life in addition to your money, want your resources aligned with your true identity, want to make a difference with your resources, are willing to take time for much deeper conversations about who you really are, willing to explore the relationship you have with and to money, you like working with professionals and planning for the future, then you might be interested in Your Identity Alignment Solution.

We created Your Identity Alignment Solution based on our experience working with hundreds of clients over three decades. We’ve learned that many people have put their dreams [some personal, some professional] on a shelf and labeled them unattainable. However, by creating a plan that is aligned with who they truly are, with understanding about the relationship they’ve had to money and with money, those dreams become viable.

We help you identify false thinking that limits break through to a more fulfilling and enjoyable life.

So, what is resonating with you?

• Your Personal Wealth Solution?
• Your Identity Alignment Solution?

Not sure which is best for you? You don’t need to decide now. Schedule a Pre-Discover Session first. If after that it makes sense to schedule a Discover Session, you’ll know and I’ll know if it makes sense to hire us and at which level.

Asset Management

Everett Wealth Solutions is one of fewer than one hundred firms nationwide selected to work with MarketGuard®, an asset management firm focused on balancing growth with risk management.

Market Guard® Methodology

Market Guard® is a firm that provides investment strategies to help investors seeking their desired financial outcomes by generating investment signals, as well as portfolio allocation recommendations, for a wide variety of model portfolios. We do this by applying our proprietary investment methodologies that utilize a Non-Emotional, Methodical, Mathematical approach to every investment strategy we offer.

At our core, everything we do is secured in a relentless dedication to Excellence, Integrity, and Innovation!

More About Market Guard®

Testimonials

Everett Wealth Solutions, Inc. is a registered investment adviser in the State of Illinois offering fee-only fiduciary financial planning and asset management services. We have been working with clients across the nation for over thirty years.

Chris Everett is President and Chief Listening Officer, a fiduciary financial planner, published author, podcast host and often seen and heard in various media outlets such as WBBM News Radio, is a syndicated financial planning columnist and her firm has excellent rating with the Better Business Bureau and many 5-star ratings on Google.