Checklist: Master List of Goals

Investor Minute

Let’s check in to confirm your financial 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 seemingly modest adjustments 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 in our latest checklist: Master List of Goals. Click here to access it. Whether you answer “YES” to one question or several questions, let’s talk.

Click here 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.