WE HELP YOU INCREASE YOUR FINANCIAL AWARENESS AND DESIGN YOUR BEST LIFE TODAY

Request a consultation and talk to one of our experts

Our Process

Is a 4-step process that revolves around collaborating with you.

Establish Goals

Review and define what constitutes a “best life” for you.

Take Inventory

Collect all pertinent financial information.

Develop Strategy

Establish and provide task specific solutions geared for your success.

Accountability Coach

Serve as your partner and support along the way.

%

People reporting that running out of money is their biggest concern.

%

American adults that have less than 10K saved for retirement.

Amount of money in dollars Americans hold in credit card debt.

Everest Financial Advisors Services

As a comprehensive wealth management firm our role in your life is to simplify, educate, and empower you to feel financially secure.  Below is a list of the services we offer:

 

  • Personalized Financial Planning
  • Investment Management
  • Tax Preparation
  • Financial Wellness and Education

Advantages to working with Everest

  • We are here to serve you
  • Fee-only advisors, you always know what you pay
  • As CFP professionals we are your fiduciary
  • We specialize in Public Employees and Defined Benefits Plans

WHAT IS THE SMARTVESTOR PRO PROGRAM?

A network of financial advisor and investment professionals throughout the country called SmartVestor Pros are people who are fans and followers of the Dave Ramsey approach.  Smartvestor Pros are financial advisors that have a Dave Ramsey relationship though the DaveRamsey.com website.  As a SmartVestor Pro, James Estep is required to follow a Code of Conduct when providing advice to clients.  This code of conduct requires we actively help clients become knowledgeable and educated concerning personal finances, investments, and an overall financial plan.  We are equipped with the information and tools needed to help you break the chains of debt, save for an emergency, and build a future of independence.   We are proud that James Estep has been selected to be one of your Local SmartVestor Pro advisors.

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