Checklist

Let’s check-in to confirm your planning is aligned with your goals.

Helping you meet your goals fuels our work here at Epiphany Capital. But just like everything else, goals can change. Even changes that seem modest can affect your financial plan.

Sometimes it can be helpful to work with a tool that allows you to frame your priorities as they relate to:

Retirement and lifestyle goals.
Tax planning and healthcare goals.
Self-development and professional goals.
Estate planning and wealth transfer goals.

Take a moment and consider the questions included in this link: The Master List of Goals. Whether you answer “YES” to one question or several questions, let’s talk.

Click this link to contact me to schedule a time for us to have a conversation. There’s no better time to ensure your financial plan is aligned with what you want to achieve.