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


Step One

Step One

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.

Step Two

Step Two

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.

Step Three

Step Three

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 Four

Step Four

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.

 
white couple computer financial planning.jpg

GREG AND HEATHER: GOT PRESENT TO THEIR REAL MONEY SITUATION

Greg and Heather married about a year after college, both were making decent incomes and had two children who would be going off to college someday. Greg knew how to make money but never learned how to manage it. Heather grew up in a family that watched every penny in order to make ends meet. Needless to say, there were money disagreements. They each longed for a way to stop arguing about money all the time.

*Disclosure: Names have been changed to protect confidentiality.

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.

unsplash-image-GnY_mW1Q6Xc.jpg
unsplash-image-5NLCaz2wJXE.jpg

MARK AND JOYCE: CREATED A COLLEGE PLAN WITH EASE

Mark is 37; Joyce 35. They have 3 children ages 3, 4, and 8. Their monthly income is $7,085.

SAVINGS & INVESTMENTS

  • $6,000 Bank of America Savings earning almost no interest; $25/month

  • $36,500 Fidelity 401k Retirement Account earning 5% interest; $300/month

THEY ARE INTERESTED IN:

  • College Planning

  • Reducing Debt

  • Wills and Trust

  • Increasing Savings

unsplash-image-Hf8n0RUk7g0.jpg

WANT TO KNOW MORE?

Schedule your FREE college planning consultation. Because, if we can show a plan that makes sense to you, then you may be a on a College Financial Planning road that leads to peace of mind.

Questions before getting started?

Get in touch.