Financial Planning

Planning is bringing the future into the present ... so that you can do something about it now.


Comprehensive Financial Planning begins with you. It’s pulling together all the moving parts of your financial life into one, cohesive plan. At Epic Capital we work with you to simplify the complicated and organize the chaotic. Creating a detailed financial plan is the first step toward having your financial goals and dreams become a reality. And if you don’t have one yet, how can you truly plan for the many variables that happen during one’s lifetime? Financial planning is the cornerstone that enables you to properly build your financial future with predictability, confidence, and peace of mind. These plans are the foundation that enable our clients to live A Good Life Well Lived™.

What Do I Get?

All Financial Plans Include:


Determination of Financial Goals
Detailed Household Balance Sheet
Detailed Net Worth Statement
Cash Flow Analysis and Forecast
Expense Analysis and Budgeting
Investment Allocation Overview
Wealth Accumulation Projection
Income Distribution in Retirement
Probability of Success Analysis

Ultimate Insight:


Plan Delivery Presentation (2 Hours)
Personalized Executive Summary Notes
Proposed Areas for Improvement
Interactive Cash Flow Forecast
Interactive “What-If” Scenario Analysis
Investment Allocation Recommendation
Integrated Tax Planning Strategies
Proposed Implementation Action Plan

Optional Reports and Analysis:


Life Insurance Gap Analysis
Education Expense Analysis
Comprehensive Estate Planning
Beneficiary Designation Audit
Early Death Scenario Planning
Employee Benefits Plan Review
“What If” Scenario Projections
Buy/Sell Transaction Impact Forecast
*Over 100 additional reports available

Ongoing Services:


Personal Online Financial Website
Online Plan Maintenance and Service
Semi-Annual Progress Meetings
CERTIFIED FINANCIAL PLANNER™ Access
No-Charge Instant Quick-Question Answers
On-Demand Meeting Availability
Active Portfolio & Investment Management
Timely Investment Recommendations
Innovative Wealth Building Strategies

So What Does It All Cost?

At Epic Capital we are fee-based and flat-fee fiduciaries. We price our financial planning in accordance with your specific needs. We do not believe it is fair to charge the same fee for an early-stage plan as we would for a much more complex situation with many moving parts. It is always our goal to have you walk away feeling that you underpaid for the value you received.

Epic Insights

Tax Planning for Income
May 15, 2024

You don’t want to pay more in federal income tax than you have to. With that in mind, here are five things to consider when it comes to keeping more of your income.

Basics of Financial Fitness
May 13, 2024

There’s a subjective uncertainty associated with financial wellness. Are you financially fit? And if so, how fit are you? While there is no clearly defined threshold for answering affirmatively, much less grading your level of fitness, there are baseline elements associated with financial fitness. To make sure that you’re on the right track, develop a … Continue reading “Basics of Financial Fitness”

Market Update – Navigating May’s Stock Market Outlook
May 10, 2024

After a strong first quarter for stocks, some April showers rained down as the S&P 500 fell about 4% last month. Hopefully those showers will bring some flowers in May, despite the widely cited stock market adage, “Sell in May and go away.” There is some merit to this old adage because the S&P 500’s … Continue reading “Market Update – Navigating May’s Stock Market Outlook”

Insights + Resources >