Everwell Financial

10/15/2026

✨ ONE WEEK AWAY! ✨
Are you ready to turn your goals into action? 🎯

Join us for an amazing event on October 22nd at 6pm focused on setting meaningful goals for yourself, your business, and your future! We’ll explore how to define your GOOD, BETTER, BEST goals and create a roadmap to help you achieve them.

Enjoy great food, drinks, and meaningful, introspective work as we reflect on where we are today, where we want to be tomorrow, and the steps it takes to get there. 🥂📈

Your future starts with the goals you set today. Let’s learn, grow, and take the next step toward success together!

We can’t wait to see you there! 🙌 Click the FB link below or email [email protected] to attend. 
https://facebook.com/events/s/good-better-best-goals-busines/1627000205686564/

10/13/2026

💡 Education matters!

We love helping our community learn and grow. Business owners and managers invite us to educate their teams and help employees better understand financial planning and prepare for their retirement goals.

When employees feel informed, they can feel more confident about their financial future. We have provided education to Laser Lounge, Old Florida Dream Team, SKANSKA, Physician’s Primary Care, Lee County Association for Women Lawyers and Sotheby’s in Boston, just to name a few.

Want us to bring financial education to your team? We’re here to help and serve and making our 2027 education 📅 calendar now! Link in bio and 👇 below to have a 15 minute chat on how we can come educate in-person or via Zoom.
https://calendly.com/everwellfinancial/consultation-appointment-zoom?month=2025-12

10/08/2026

Healthcare can become one of the largest expenses in retirement, which is why I believe it needs to be part of the planning conversation long before clients leave the workforce.

As an member, I shared insights on how HSAs can become a dedicated source of retirement healthcare savings and why clients should think about long-term care as a plan, not just a product.

If healthcare costs are not already part of your retirement conversations, this is a good place to start: https://bit.ly/4hyenJY

Schedule🗓️ a consult today👇to start the planning conversation.
https://calendly.com/everwellfinancial/consultation-appointment-zoom?month=2025-12

10/06/2026

It’s been a great day at Everwell Financial! Our team is working hard to support those we serve. 💙

We’re much more than financial advising, we are that warm hug, that help with life changes, and support you on your life journey. We also help guide you with retirement planning, wills, trusts, healthcare proxies, insurance, and so much more, to support you every step of the way.

If you’re looking for guidance, we’re here to help!

Schedule🗓️ a consult today 👇 & link in bio!
https://calendly.com/everwellfinancial/consultation-appointment-zoom?month=2025-12

10/05/2026

Emma is a friend of Everwell’s! Please take a moment to vote for this amazing young woman!
https://www.facebook.com/share/1DXhbCdzKa/?mibextid=wwXIfr

Please help us vote for Emma Kramer for Lee County Student of the Week! 🎉

Bishop Verot senior Emma Kramer is a top scholar, a leader by example, a talented pianist and a kind-hearted person. She is a National Merit Semifinalist and has earned an AP Capstone Diploma. Emma is a member of multiple honor societies, including the National Honor Society, Science National Honor Society, Mu Alpha Theta and Spanish National Honor Society. As a top scholar, Emma is also a member of Bishop Verot’s prestigious Scholars’ Academy. Her Scholars’ Academy RISE project, Dream Big STEM, was created to provide an after-school STEM program at the Heights Foundation. This project is one example of how Emma chooses to use her time and talents to help others. Emma was selected through a highly competitive process to serve as a Community Mentor in her House. She is also an active member of the Legion of Mary and is a leader at Bishop Verot school Masses, where she leads the Rosary. Emma is one of those students who shines simply by sharing kindness and compassion with others. She has a special way of bringing out the best in those around her. Bishop Verot is very proud to nominate Emma for this recognition.

Click here to vote: https://www.news-press.com/story/news/local/2026/10/05/how-do-i-vote-for-the-lee-county-high-school-student-of-the-week-education-academics-scholars/91861204007/

10/05/2026

We protect you from life‘s unexpected showers. So, are you ready for a rainy day? Let our Everwell Financial team help protect you from any storm that comes your way. 🌧️⛈️

You can’t always predict what’s ahead, but you can be prepared for the unexpected. From life’s sudden changes to financial storms, having a plan in place can make all the difference.

Be prepared. Be protected. Be ready for whatever comes your way.

Schedule🗓️ a free consult today👇 & link in bio!
https://calendly.com/everwellfinancial/consultation-appointment-zoom?month=2025-12

09/28/2026

💪✨

Today is about celebrating high-performing women, whether you’re a stay-at-home mom and CEO of your household, building a career, running a business, or somehow managing it all at once.

We see you. We’re here for you. ❤️

Let us help you get your finances organized, create clarity around your financial goals, and support you and your spouse in building a strong financial foundation together.

I’m incredibly proud and grateful to serve this incredible demographic. I’m constantly in awe of the women who juggle so many responsibilities while continuing to show up, lead, nurture, build, and grow.

Here’s to the women doing it all and remembering that you don’t have to do everything alone. 💕

Schedule🗓️ a free chat today! 👇
https://calendly.com/everwellfinancial/consultation-appointment-zoom?month=2025-12

09/25/2026

Feeling incredibly thankful for this team and those we serve! 💙

As we wrap up our sixth year as a firm at a record high, we’re reminded that our success is made possible by the dedication, determination, and passion of our team, along with the trust of those we serve.

The ideas, perspectives, and vision each person brought to our 2027 planning retreat are helping us think bigger, reach higher, and continue building something special together!

Stay tuned… you won’t want to miss what we have in store! 🚀 Special thanks to Chris, Meredith, and for hosting our team into our year ahead!

09/24/2026

🎳

Hard to believe that just a week ago, we were wrapping up our team days filled with learning, celebrating awards, and connecting with our TAG executives, before ending the night bowling the night away!

It’s always great to gather, learn, and connect with the people who have supported Everwell Financial throughout our journey. We’re grateful for the relationships, the continued education, and the opportunity to keep growing together!