Discover Session

OUR FINANCIAL PLANNING PROCESS

Everett Wealth Solutions (EWS) offers fee-based comprehensive financial planning and asset management inside a 4-Step Process.  Together, we help you create your personal wealth / retirement / college solution that's in alignment with who you are and what you want to accomplish.

Watch the video to hear EWS President, Chris Everett walk you through the process from Discovery to Implementation. 

STEP 1: Discover
STEP 2: Understand
STEP 3: Choose
STEP 4: Implement