Everett Wealth Solutions, Inc. offers fee- based comprehensive financial planning and asset management inside a 4-Step Process.  Together, we help you create your personal wealth solution. 

We teach financial transformation so that your income, assets and protection components are all in alignment with who you are and what you want to accomplish.  You were made for so much more than financial success.  

STEP 1.  DISCOVER:  Gathering and reviewing your data helps to discover what you are presently doing.  Looking and listening beyond the data, we may discover opportunities and road blocks for greater financial success.  We often identify wealth transfers – money you may be losing unknowingly and unnecessarily.  You may even discover you can retire earlier; pay less for college; reduce taxes and much more.

STEP 2.  UNDERSTAND:  It is essential that you understand the positives and the negatives of any financial choice or strategy . . . because perfect doesn’t exist.  Understanding takes time and helps you to develop confidence as you create your personal wealth solution.

STEP 3.  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.

STEP 4.  IMPLEMENT:  You do not have to go it alone.  When it’s time to implement your personal wealth solution, 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.