Financial coaching to live your life with confidence.

A financial coach helps you create healthy financial habits related to your desired goals. These financial habits can range from long-term strategies to everyday money management tips. We will help you identify challenges in your current financial situation and work together to develop a personalized plan so you can overcome them.

We’ll evaluate your saving and spending behaviors and give you tips and guidelines to build accountability into your decision-making process. Knowing how you think about money is the first step toward ensuring you stay on track when it comes to day-to-day behaviors. Always encouraging, we’re here to help you find success.

Financial advisors and financial coaches serve different roles, but the combination of the two is truly the best way any client can ensure they stay on track throughout their financial life. By creating a personalized financial plan that aligns to your goals, Everwell Financial ensures that plan is also aligned to your emotions and money behaviors. We’re here for you at every step.

Our offices in Fort Myers and Naples provide a private setting to meet in person and discuss your personalized financial behaviors. For clients currently living out of state or just out of the vicinity of Fort Myers, we will happily set up a Zoom video conference.

With 40% of financial advisors planning to retire within the next 10 years, we are not one of them. Everwell Financial is dedicated to your long-term success and will be by your side to provide a holistic approach to retirement financial planning. We want to help make sure your hard-earned assets are protected and distributed the way you want. We anticipate circumstances like:

• Life events that require instant changes to your retirement plan
• Ensuring your portfolio can withstand worldwide impacts such as COVID, recessions, rising inflation, rising interest rates, and market changes
• Current reviews of all insurance policies and legal documents
• Beneficiary reviews to ensure all accounts will pass to loved ones the way you want
• Major life decisions like buying or selling a house, affording large purchases like an RV, or contributing to a college savings plan for grandchildren.