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
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. Therefore, you may discover you can retire earlier with more money, pay less for college, reduce taxes, and pass more to heirs.
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. 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.
STEP 2: UNDERSTAND
It is essential that you understand the positives and the negatives of any financial choice or strategy – because perfect does not exist. Understanding takes time and helps you to develop confidence as you create personal wealth solutions. EWS operates under a Fiduciary Standard that assures registered investment advisors (RIA's) must avoid conflicts of interest and operate with full transparency. A standard critical to our firm.
STEP 4: IMPLEMENT
You do not have to go it alone. 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, retirement, and college solution.
The Living Balance Sheet
Our clients have access to the Living Balance Sheet – an online tool that helps clients get real about their finances with innovative thinking and advance web technology to help you achieve financial balance. Keeping track of finances using multiple websites, quarterly statements and piles of paperwork isn’t easy. There is a better and simpler way to see exactly what you own and what you owe. It’s called The Living Balance Sheet®.
GET THE RIGHT ADVICE
Financial Guidance That Works
Most people use traditional financial theories and conventional wisdom as a reason to take on increased financial risk. Instead of putting your assets at risk, we consider your complete financial picture and put your financial security first.
The Living Balance Sheet®
Keeping track of finances using multiple websites, quarterly statements and piles of paperwork isn’t easy. There is a better and simpler way to see exactly what you own and what you owe.
KNOW THE REAL TRUTH
You may have heard that increased risk equals increased reward; that chasing an annual return maximizes your nest egg; that the stock market always goes up over time. Don’t mistake popular opinion for sage advice.
CALL TODAY TO SCHEDULE AN APPOINTMENT
Whether you are building wealth or have already accumulated substantial wealth, it is our privilege to help you create your personal wealth, retirement, and college solution.
Call us to schedule an appointment today 708-771-7777.
We also believe in giving back to our community with our time, talent and treasure. EWS sponsors local College Scholarships, raises money at charitable auctions, and offers educational workshops on retirement and college planning as a community service. EWS President, Chris Everett holds several board positions.
It would be our pleasure to begin a conversation with you to see if we are a good fit. We are happy to provide a consultation to help discuss your planning needs.