FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
We always start with a Pre-Discover Session. It's a brief webinar to learn more about you. If we are a fit, we'll schedule a Discover Session. At the end of our Discover Session, we will know if it makes sense to work together and which service level makes sense. We will decide between Your Personal Wealth Solution or Your Identity Alignment Solution™. YOUR PERSONAL WEALTH SOLUTION: DISCOVER what you are presently doing. Looking and listening beyond the data, we may DISCOVER opportunities for greater financial success and uncover financial leaks. Eight out of ten are leaking money unknowingly and unnecessarily – either personally, in their business or both. By plugging those leaks, you may DISCOVER you can retire earlier with more money. You may also pay less for college, improve investment performance and protection for yourself, family and/or your business, reduce fees and taxes and pass more on to your heirs. UNDERSTAND how to plug financial leaks and reduce risk; how financial leaks and losses hurt you more than gains ever help you. UNDERSTAND how some strategies limit your ability to grow wealth. UNDERSTAND efficient ways to buy real estate, structure your business, pay for large capital items, pay for your children’s education – all in ways to avoid huge financial leaks that may ultimately cost you hundreds of thousands of dollars over your lifetime, and so much more. CHOOSE the best solution for you. Without discovery and understanding it is difficult to CHOOSE. Therefore, we invest whatever time is necessary to help you make good financial choices. After all, 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 always acting in the best interest of their client – no exceptions. IMPLEMENT Your Personal Wealth Solution, when you are ready. 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. YOUR IDENTITY ALIGNMENT SOLUTION™: To help you take everything to a much higher level, we created a program called Your Identity Alignment Solution™. This program is not for everyone. However, if you are willing to take time for much deeper conversations about who you really are, willing to explore the relationship you have with and to money, you like working with professionals and planning for the future, then you might be interested in Your Identity Alignment Solution™. I created Your Identity Alignment Solution™ based on my experience working with hundreds of clients over three decades. I’ve learned that many people have put their dreams [some personal, some professional] on a shelf and labeled them unattainable. However, by creating a plan that is aligned with who they truly are, with understanding about the relationship they’ve had to and with money, those dreams become viable. I help you identify false thinking that limits break through to a more fulfilling and enjoyable life. Additionally, I find that many get into trouble because they listen to “cookie-cutter” thinking and act on common knowledge. This is information and ideas commonly held, but not necessarily right for their personal situation. I call this The Common Knowledge Trap. When you fall into this trap, you are likely to “leak” a lot of money, have unknown risk and therefore not enjoy your life to the fullest. That’s why I recommend you do three things: 1. Honestly assess your current situation. What’s working and what isn’t? 2. Get greater clarity about who you really are and what you want out of life. We call this Your Identity Truth. 3. Develop an integrated plan to achieve Your Identity Truth with regard to • your family, business or work-life, and lifestyle • passing on your desired legacy • properly structured legal documents, financial products and services So, what is resonating with you? Your Personal Wealth Solution? Your Identity Alignment Solution™? That’s what we figure out during your Discover Session. What does it cost to hire EWS? Here’s my fee structure: $3,000 Your Personal Wealth Solution $4,500 Your Identity Alignment Solution™ You can also add college planning for an extra $650. As a business owner, add an extra $600 to review your business, which of course is tax deductible. Do you have to pay all at once? No. I receive a $500 down payment plus any add on you need. Then my office creates: A Secure Client Portal for you so that all of our document sharing stays encrypted; you have access to your data in a way that creates clarity about what’s possible; you can clearly see what your beneficiaries will inherit; need a net worth statement, it’s a click away and so much more.
- What is your typical process for working with a new customer?
After we welcome you to the EWS Family the very next meeting is a review of your current situation. It is a factual financial picture based on all the data and documentation you provided. During this meeting you may be pleasantly surprised by what you have accomplished and want us to make it even better. It is also possible the opposite is true and I need to help you discover opportunities to help improve your outcome. Either way, I will be identifying wealth leaks and helping you plug the leaks we find along the way. Making improvements and considering strategies happens step-by-step. It helps you to understand the benefit and cost of your options. This may include several variations on your financial plan. . . and you will never be rushed to find your best personal wealth solution. Part of the analysis is to also update your risk tolerance in order to provide appropriate investment recommendations. Also included is a complete review of the costs associated with your investments. You may be paying a fair price, or be surprised by the high expense. If an insurance strategy is recommended, I will only propose the highest rated insurance companies. While I am not a CPA, I do need to see your tax return as part of our review. I am also not an estate attorney, but I will ask our estate tax attorney to review those documents for potential wealth leaks. Once you are pleased with your personal solution, I will help you implement the plan so everything is done to your satisfaction.
- What education and/or training do you have that relates to your work?
Chris Everett's journey into finance took a non-traditional path. She began college with dreams of becoming a doctor but chose a different direction after starting a family. Along the way, she even performed as a singer in a rock band. It was a chance encounter with an insurance agent that sparked her career in financial services. Her thoughtful questions and analytical mindset stood out, and she quickly realized this was the work she was meant to do. Chris launched Everett Wealth Solutions to offer truly independent and personalized guidance. Her philosophy, which she calls “financial healing,” helps clients move beyond the numbers to build a healthier relationship with money and create a full, purpose-driven life. At Everett Wealth Solutions, the focus is on helping people protect what they’ve built and confidently plan for what’s next. From retirement and estate planning to investment strategy and college cost reduction, Chris and her team provide clear, honest guidance rooted in care and trust.