What People love about this company
Connect Your Heart To Your Wealth When was the last time you stopped to listen to your heart tell you about your dreams and purpose? Everett Wealth Solutions helps you align your heart’s desires with your financial journey using a truly holistic approach. Empowering OthersThrough Financial Healing Chris Everett, an independent fiduciary advisor, desires to empower you first and your finances second. With the help of her team, we prioritize to get to know you and explore your concerns together before designing a plan for optimal peace of mind. Everett Wealth Solutions understands the intricate balance between a full, happy life and stable finances, and are well-qualified to help you find true peace of mind.
Connect Your Heart To Your Wealth When was the last time you stopped to listen to your heart tell you about your dreams and purpose? Everett Wealth Solutions helps you align your heart’s desires with your financial journey using a truly holistic approach. Empowering OthersThrough Financial Healin...
see more(3) Reviews for this company
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Carlos Munoz
Working with Chris Everett has been nothing short of excellent. Her guidance has made a significant impact on the growth of our company—and on me personally. She brings Kingdom clarity, strategy, and a level of care that truly sets her apart. Chris and her team consistently go above and beyond to make sure we feel supported, challenged, and equipped to move forward with confidence. If you’re feeling stuck, battling limiting mindsets, or simply know you’re capable of more, I highly recommend booking a consultation with Chris. Be prepared to experience real transformation—from the inside out!
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Debra Phelps
I met Chris years ago when she came to my work place. Our benefits are confusing to most employees, but she understood them. She was very approachable and I asked her if she would be willing to work with my husband and I to do our retirement planning. She agreed and the rest is history. She is always personable, professional yet warm and friendly. She is patient with us when we don't have our information together. Her fee is more than reasonable and we couldn't be happier with Everett Wealth Solutions. Services Financial planning, Retirement savings consulting, Wealth management
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Ahmed Dola
Working with Chris Everett for nearly a decade has been transformative for our financial journey. When we first met her, homeownership felt completely out of reach, but she helped us navigate the path to purchasing our first home. What sets Chris apart is her ability to break down complex trade-offs and present realistic options utilizing financial modeling tailored to our situation. Her straightforward, honest feedback combined with genuine encouragement has been invaluable as we've tackled major financial decisions—from retirement planning to balancing education savings, household expenses, and investments. We're deeply grateful to have her expertise and guidance, and I wholeheartedly recommend her to anyone seeking an experienced financial advisor with a strong track record. Services Financial planning, Retirement savings consulting
(3) Reviews for this company
1 Stars
(0)
2 Stars
(0)
3 Stars
(0)
4 Stars
(0)
5 Stars
(3)
A
Ahmed Dola
Working with Chris Everett for nearly a decade has been transformative for our financial journey. When we first met her, homeownership felt completely out of reach, but she helped us navigate the path to purchasing our first home. What sets Chris apart is her ability to break down complex trade-offs and present realistic options utilizing financial modeling tailored to our situation. Her straightforward, honest feedback combined with genuine encouragement has been invaluable as we've tackled major financial decisions—from retirement planning to balancing education savings, household expenses, and investments. We're deeply grateful to have her expertise and guidance, and I wholeheartedly recommend her to anyone seeking an experienced financial advisor with a strong track record. Services Financial planning, Retirement savings consulting
D
Debra Phelps
I met Chris years ago when she came to my work place. Our benefits are confusing to most employees, but she understood them. She was very approachable and I asked her if she would be willing to work with my husband and I to do our retirement planning. She agreed and the rest is history. She is always personable, professional yet warm and friendly. She is patient with us when we don't have our information together. Her fee is more than reasonable and we couldn't be happier with Everett Wealth Solutions. Services Financial planning, Retirement savings consulting, Wealth management
C
Carlos Munoz
Working with Chris Everett has been nothing short of excellent. Her guidance has made a significant impact on the growth of our company—and on me personally. She brings Kingdom clarity, strategy, and a level of care that truly sets her apart. Chris and her team consistently go above and beyond to make sure we feel supported, challenged, and equipped to move forward with confidence. If you’re feeling stuck, battling limiting mindsets, or simply know you’re capable of more, I highly recommend booking a consultation with Chris. Be prepared to experience real transformation—from the inside out!
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