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
Jul 9, 2025
Few terms in personal finance are as important, or used as frequently, as “risk.” Nevertheless, few terms are as imprecisely defined. Generally, when financial advisors or the media talk about investment risk, their focus is on the historical price volatility of the asset or investment under discussion.
Jul 7, 2025
As Americans get their grills and beach chairs ready for the July 4th holiday, the stock market and the weather across much of the country have both been on heaters. Stocks and bonds continue to effectively navigate a complex policy landscape shaped by evolving trade dynamics, geopolitical tensions, and fiscal stimulus. The market’s resilience in … Continue reading “Market Update – America Gets Record High Stock Prices for Its Birthday”
Jun 20, 2025
Birthdays may seem less important as you grow older. They may not offer the impact of watershed moments such as getting a driver’s license at 16 and voting at 18. But beginning at age 50, there are several key birthdays that can affect your tax situation, health-care eligibility, and retirement benefits.
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Epic Capital provides the following comprehensive financial planning and investment management services: Learn More >
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