Focusing on the cornerstone of each client relationship, Executive Planning Group believes in the importance of planning around every decision we make. Initially, clients go through a four-stage Financial Planning Process where we get the opportunity to fully understand the legacy you are looking to design. Recognizing that things change in our lives, we’ve designed our planning process to empower our ability to be adaptable.

EPG’s Financial Planning Process

Discover

Every great partnership starts with getting to know one another, which is exactly what we do at the beginning of the financial planning process. In addition to identifying your financials, we spend a lot of time getting to know your needs and objectives, the things that make you tick. With this, we’re able to build a foundation of understanding.

Assessment

The Assessment Stage is where we roll up our sleeves and do the work behind the scenes. Taking both your current financial situation and pairing it with your needs and objectives, we begin your design a plan to get you to your tailored success. Running goals-based planning scenarios to factors our probability of success and ensuring we’re on track.

Implement

A plan is only as good as its strategy for implementation. Our firm serves as your accountability partner as we roadmap addressable items to your financial plan. This is where you’ll have access to your own financial planning portal, a place where you can see everything in the aggregate and check off important to-do items.

Review

Just like building a home, plans change, and our ability to be agile and nimble will enable us to progress towards our end goals. Whether we need to take a detour from our original plan or maybe your end destination has changed, we are ready to modify and progress with you on your journey. EPG’s planning process has been designed for us to meet on an ongoing basis to ensure we are on track to achieving the legacy you are looking to have.

Click the link below to access your WealthVision portal