Working with Chris Everett for nearly a decade has been transformative for our financial journey. When we first met h...
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
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