OUR FINANCIAL PLANNING PROCESS
Everett Wealth Solutions (EWS) offers fee only fiduciary financial planning and asset management inside a 4-Step Process. Together, we help you create your personal wealth solution. Watch the video to hear EWS President, Chris Everett talk about the 1st Step: Discover.
STEP 1: DISCOVER
1. Discover 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 3: CHOOSE
3. 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
2. Understand how financial leaks and losses hurt you more than gains help you. Understand how to plug those financial leaks and reduce risk. Understand how some commission loaded insurance plans limit your ability to grow wealth. Understand ways to buy 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 4: IMPLEMENT
4. 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.
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 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. 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.