To engage in our financial planning process, what we refer to as The Legacy Compass™, we provide you with the instrument that will assist you in discovering, planning and protecting your legacy. There is no mystery to financial planning. What it simply requires is taking a personal, in-depth look at your goals and deciding how you intend to achieve them. Our process ensures that your financial world is organized, easy to understand and always accessible to you. We accomplish this through our five step process.
Discuss the financial goals you want to prioritize and review the steps already taken to achieve them.
The Discovery Analysis:
We present a snapshot of your current financial picture and compare it with your stated values, goals and objectives.
Mapping The Journey:
Layout custom designed options, based on your goals and ideas that will map the journey to achieve financial autonomy.
Once you have decided on the course, we can then employ the strategies and recommendations that will provide you with peace of mind.
Maintaining the Legacy Compass:
We continually monitor your situation to ensure that you remain on track to work towards your goals.
Our designs and strategies on wealth accumulation, wealth preservation, risk management, financial & estate planning are completely customized based on what you want and need. We take your ideas, add some ingenuity and develop a plan that is yours and yours alone. We take a proactive, not reactive, approach to investing, risk management and planning.
Michael could not be more blessed to be married to his beautiful wife Melissa and is extremely grateful to welcome his son Henry into the world! He has been fortunate enough to help people plan their financial future for more than a decade. Big passions are history and traveling. He gets a thrill out of visiting parts of this earth that have changed the history of the world.
Unlike most of us, Robert is happiest when there is an ample amount of snow on the ground. An avid snowboarder, he spends as much time in the mountains as possible. The foundation of his belief as an advisor and fiduciary is that clients deserve someone who will act in their best interest with independence and objectivity. He is the very proud uncle of Noelle, Cassidy, and Allie.
As a former business owner and fitness instructor, Susan continues to jog and be invested in all aspects of holistic wellness. When not assisting Michael with his client’s financial needs, she has raised three successful daughters and has been blessed with three wonderful grandsons and a new granddaughter. A world traveler, Susan is always planning her next excursion.
Kathy is a proud mother of her two sons – Christopher and Ryan. She is a full-time hockey and basketball mom outside of the office and very much enjoys watching her boys pursue their passion. She can tie a pair of ice hockey skates like no other! Kathy comes to EP Wealth Management, LLC with over 20 years of experience in the financial services industry.
EP Wealth Management, LLC (EPWM) was founded on the belief that a financial services firm could and should deliver a deeper pledge to their clients. With an unwavering commitment to service, Co-Founders Robert A. Egan, CFP®, CWS® and Michael Petracca, CFP® have expanded EPWM to include experienced personnel who help provide clients with the one-of-a-kind, comprehensive planning experience they deserve.
If you have any questions or would like to set up a complimentary consultation, please feel free to provide your information below: