OUR PROCESS
Get to Know You
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We listen to your story and understand your financial situation
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Answer your questions about EPM Financial and our core values
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Lay the path for moving forward
Create a Plan
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Create your long term financial road map
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Recommend portfolio allocations
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Educate you and ensure you’re confident in your investment strategy
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Review your holistic financial picture & make adjustments if necessary
Understand Your Goals
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Learn what matters most to you (retirement, education, business, etc.)
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Assess your risk tolerance
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Discuss potential solutions for your specific financial situation
Implement
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Transition any existing accounts from other locations
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Build your diversified investment portfolio
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Provide online access to Account View and other resources
Manage
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Ongoing portfolio monitoring and management
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Periodic reviews throughout the year
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Provide strategic recommendations when making large financial decisions (large purchases, tuition, tax implications, etc.)
Get to Know You
Understand Your Goals
Create a Plan
Implement
Manage
