How do we help to see that your money lasts through your lifetime while, if possible, leaving a legacy for your heirs? Simply, we follow a collaborative process to provide custom solutions for each woman and her family. Also, the process helps you avoid mistakes that would be tough to recover from.

1. Understand Key Goals and Risks through Discovery

“A successful wealth management plan begins with your values, goals, and your vision for the future. Your financial plan becomes our personal compass to guide you  toward financial independence.”— Rick Epple

The start of the journey begins with you – your overall financial and retirement goals, what you value most, how you like to spend your time, what you want for your family, how you see your legacy, and where you are today with your assets and investments. With our Discovery process we leverage the power of questions. For example, we’ll ask you:

1. What’s important about money to you?

2. How confident are you that you’ll have enough money to last the rest of your life?

3. Where are you now with your investments and resources? What is the context behind them?

4. Do you know what investments you own and why?

5. What are their most important financial planning goals that will require planning and money to achieve?

In this step we also begin to get an understanding on the “facts and figures” relative to your financial situation. Preserving and harvesting wealth and making the most of your investments and resources requires comprehensive diagnosis of the current situation.

 

Are you ready to create a plan for living the life you’ve always dreamed about?  Contact us today to schedule your complimentary discovery meeting. 

Your Guide to Financial Independence

Rick Epple, CFP(r)